VWA
CFG icon

Valued Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Valued Wealth 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 		$2.8K Buy
40
+2
+5% +$129 ﹤0.01% 595
2026
Q1 		$2.28K Buy
+38
New +$2.33K ﹤0.01% 545
2024
Q4 		– Sell
-25
Closed -$1.03K – 649
2024
Q3 		$1.03K Buy
+25
New +$1.01K ﹤0.01% 451
2024
Q1 		– Sell
-6
Closed -$161 – 610
2023
Q4 		$161 Buy
+6
New +$165 ﹤0.01% 512

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

Valued Wealth Advisors's CFG Position: Q2 2026 in Review

Valued Wealth Advisors increased its Citizens Financial Group (CFG) stake by 5.3% in Q2 2026, buying an estimated $129 and bringing the position to 40 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Valued Wealth Advisors first reported a position in CFG in Q4 2023 and has held it in 4 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Valued Wealth Advisors held 40 shares of Citizens Financial Group worth $2.8K as of Q2 2026.
  • Valued Wealth Advisors bought 2 Citizens Financial Group shares in Q2 2026, an estimated $129.
  • Citizens Financial Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #595 holding.
  • Valued Wealth Advisors first reported a position in Citizens Financial Group in Q4 2023 and has held it in 4 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.