WA
CFG icon

Waverly Advisors’s Citizens Financial Group CFG Stock Holding History

Waverly 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 		$658K Sell
9,394
-5,027
-35% -$324K ﹤0.01% 1050
2026
Q1 		$865K Buy
14,421
+5,098
+55% +$313K 0.01% 875
2025
Q4 		$545K Buy
9,323
+4,062
+77% +$218K ﹤0.01% 973
2025
Q3 		$280K Buy
+5,261
New +$262K ﹤0.01% 1068

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 $3.38T AUM 44.17% 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

Waverly Advisors's CFG Position: Q2 2026 in Review

Waverly Advisors reduced its Citizens Financial Group (CFG) stake by 35% in Q2 2026, selling an estimated $324K and leaving 9,394 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Waverly Advisors first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $865K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Waverly Advisors held 9,394 shares of Citizens Financial Group worth $658K as of Q2 2026.
  • Waverly Advisors sold 5,027 Citizens Financial Group shares in Q2 2026, an estimated $324K.
  • Citizens Financial Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1050 holding.
  • Waverly Advisors first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • Waverly Advisors's Citizens Financial Group position peaked at $865K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.