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Waddell & Associates’s Citizens Financial Group CFG Stock Holding History

Waddell & Associates’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 		$679K Buy
9,696
+494
+5% +$31.9K 0.03% 199
2026
Q1 		$552K Buy
9,202
+1,386
+18% +$85.2K 0.03% 212
2025
Q4 		$457K Buy
7,816
+3,267
+72% +$176K 0.03% 194
2025
Q3 		$242K Buy
+4,549
New +$226K 0.02% 263

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Waddell & Associates's CFG Position: Q2 2026 in Review

Waddell & Associates increased its Citizens Financial Group (CFG) stake by 5.4% in Q2 2026, buying an estimated $31.9K and bringing the position to 9,696 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #199.

Waddell & Associates first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Waddell & Associates held 9,696 shares of Citizens Financial Group worth $679K as of Q2 2026.
  • Waddell & Associates bought 494 Citizens Financial Group shares in Q2 2026, an estimated $31.9K.
  • Citizens Financial Group made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #199 holding.
  • Waddell & Associates first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.