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Valley National Advisers’s Citizens Financial Group CFG Stock Holding History

Valley National Advisers’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 		$43.9K Buy
627
+19
+3% +$1.23K ﹤0.01% 427
2026
Q1 		$36K Sell
608
-3
-0.5% -$184 ﹤0.01% 430
2025
Q4 		$35K Buy
611
+3
+0.5% +$161 ﹤0.01% 436
2025
Q3 		$32K Hold
608
– – 0.01% 427
2025
Q2 		$27K Buy
608
+3
+0.5% +$118 ﹤0.01% 448
2025
Q1 		$24K Hold
605
– – ﹤0.01% 461
2024
Q4 		$26K Hold
605
– – ﹤0.01% 428
2024
Q3 		$24K Sell
605
-90
-13% -$3.64K ﹤0.01% 426
2024
Q2 		$25K Sell
695
-40
-5% -$1.4K ﹤0.01% 481
2024
Q1 		$26K Buy
735
+65
+10% +$2.13K ﹤0.01% 488
2023
Q4 		$22K Buy
670
+70
+12% +$1.93K ﹤0.01% 522
2023
Q3 		$16K Sell
600
-11
-2% -$315 ﹤0.01% 530
2023
Q2 		$16K Hold
611
– – ﹤0.01% 533
2023
Q1 		$17K Buy
611
+600
+5,455% +$23.5K ﹤0.01% 520
2022
Q4 		$0 Hold
11
– – ﹤0.01% 860
2022
Q3 		$0 Buy
+11
New +$407 ﹤0.01% 921

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

Valley National Advisers's CFG Position: Q2 2026 in Review

Valley National Advisers increased its Citizens Financial Group (CFG) stake by 3.1% in Q2 2026, buying an estimated $1.23K and bringing the position to 627 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Valley National Advisers first reported a position in CFG in Q3 2022 and has held it in 16 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Valley National Advisers held 627 shares of Citizens Financial Group worth $43.9K as of Q2 2026.
  • Valley National Advisers bought 19 Citizens Financial Group shares in Q2 2026, an estimated $1.23K.
  • Citizens Financial Group made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #427 holding.
  • Valley National Advisers first reported a position in Citizens Financial Group in Q3 2022 and has held it in 16 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.