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Valeo Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Valeo Financial Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Buy
3,918
+387
+11% +$25K 0.01% 649
2026
Q1 		$212K Buy
+3,531
New +$217K 0.01% 675
2022
Q3 		– Sell
-6,032
Closed -$215K – 514
2022
Q2 		$215K Sell
6,032
-19,667
-77% -$777K 0.01% 424
2022
Q1 		$393K Buy
25,699
+20,001
+351% +$1.03M 0.02% 380
2021
Q4 		$269K Buy
5,698
+164
+3% +$7.9K 0.01% 437
2021
Q3 		$260K Buy
+5,534
New +$243K 0.01% 431
2021
Q2 		– Sell
-3,587
Closed -$158K – 733
2021
Q1 		$158K Buy
3,587
+3,172
+764% +$132K 0.01% 500
2020
Q4 		$15K Sell
415
-366
-47% -$11.5K ﹤0.01% 1100
2020
Q3 		$20K Sell
781
-3,463
-82% -$87.8K ﹤0.01% 915
2020
Q2 		$107K Buy
4,244
+233
+6% +$5.29K 0.01% 492
2020
Q1 		$84K Buy
4,011
+383
+11% +$12.5K 0.01% 464
2019
Q4 		$147K Buy
3,628
+50
+1% +$1.87K 0.01% 382
2019
Q3 		$127K Buy
3,578
+357
+11% +$12.5K 0.01% 374
2019
Q2 		$114K Sell
3,221
-901
-22% -$31.4K 0.01% 400
2019
Q1 		$134K Buy
4,122
+81
+2% +$2.81K 0.02% 357
2018
Q4 		$120K Hold
4,041
– – 0.02% 347
2018
Q3 		$147K Buy
4,041
+70
+2% +$2.82K 0.02% 327
2018
Q2 		$160K Buy
3,971
+558
+16% +$23.2K 0.02% 313
2018
Q1 		$143K Buy
3,413
+265
+8% +$11.9K 0.02% 296
2017
Q4 		$132K Buy
3,148
+1,770
+128% +$69.2K 0.02% 294
2017
Q3 		$52K Buy
+1,378
New +$48.2K 0.01% 402

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Valeo Financial Advisors's CFG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Citizens Financial Group (CFG) stake by 11% in Q2 2026, buying an estimated $25K and bringing the position to 3,918 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #649.

Valeo Financial Advisors first reported a position in CFG in Q3 2017 and has held it in 21 quarters since. The position peaked at $393K in Q1 2022. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Valeo Financial Advisors held 3,918 shares of Citizens Financial Group worth $275K as of Q2 2026.
  • Valeo Financial Advisors bought 387 Citizens Financial Group shares in Q2 2026, an estimated $25K.
  • Citizens Financial Group made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #649 holding.
  • Valeo Financial Advisors first reported a position in Citizens Financial Group in Q3 2017 and has held it in 21 quarters since.
  • Valeo Financial Advisors's Citizens Financial Group position peaked at $393K in Q1 2022.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.