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World Investment Advisors’s Citizens Financial Group CFG Stock Holding History

World Investment 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 		$567K Sell
9,304
-5,321
-36% -$343K 0.01% 906
2026
Q1 		$877K Sell
14,625
-713
-5% -$43.8K 0.01% 761
2025
Q4 		$896K Buy
15,338
+7,143
+87% +$384K 0.01% 727
2025
Q3 		$436K Buy
8,195
+1,746
+27% +$86.9K 0.01% 837
2025
Q2 		$289K Sell
6,449
-3,547
-35% -$140K 0.01% 929
2025
Q1 		$410K Buy
+9,996
New +$446K 0.01% 756

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

World Investment Advisors's CFG Position: Q2 2026 in Review

World Investment Advisors reduced its Citizens Financial Group (CFG) stake by 36% in Q2 2026, selling an estimated $343K and leaving 9,304 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #906.

World Investment Advisors first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $896K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • World Investment Advisors held 9,304 shares of Citizens Financial Group worth $567K as of Q2 2026.
  • World Investment Advisors sold 5,321 Citizens Financial Group shares in Q2 2026, an estimated $343K.
  • Citizens Financial Group made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #906 holding.
  • World Investment Advisors first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • World Investment Advisors's Citizens Financial Group position peaked at $896K in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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