Citizens Financial Group Inc
CFG- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000759944
In the last 90 days, Citizens Financial Group Inc insiders filed 1 open-market purchase and 1 sale; 1,100 institutions reported holding it in 13F filings for Q2 2026, worth $28.6B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Citizens Financial Group Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,100
- +85 vs. Q1 2026
- Shares held
- 408.3M
- +10.9M (+2.7%) vs. Q1 2026
- Total value
- $28.6B
- +$4.81B (+20.2%) vs. Q1 2026
- New holders
- 157
- 474 more added
- Sold out
- 72
- 321 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,100 | $28.6B |
| Q1 2026 | 1,024 | $23.8B |
| Q4 2025 | 967 | $24.0B |
| Q3 2025 | 862 | $21.4B |
| Q2 2025 | 807 | $18.5B |
| Q1 2025 | 831 | $16.8B |
| Q4 2024 | 821 | $18.1B |
| Q3 2024 | 801 | $17.1B |
| Q2 2024 | 763 | $14.8B |
| Q1 2024 | 720 | $15.4B |
| Q4 2023 | 711 | $14.4B |
| Q3 2023 | 651 | $11.8B |
| Q2 2023 | 693 | $11.6B |
| Q1 2023 | 740 | $13.5B |
| Q4 2022 | 775 | $17.3B |
| Q3 2022 | 735 | $15.1B |
| Q2 2022 | 751 | $15.7B |
| Q1 2022 | 760 | $18.4B |
| Q4 2021 | 749 | $19.0B |
| Q3 2021 | 704 | $18.9B |
| Q2 2021 | 695 | $18.2B |
| Q1 2021 | 685 | $17.5B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Co | 110 | $7.71K | 0.00% | −7−6.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 112 | $7.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 112 | $7.85K | 0.01% | +40+55.6% | Added |
| Avion Wealth | 123 | $8.00K | 0.00% | +15+13.9% | Added |
| Hilton Head Capital Partners, LLC | 119 | $8.34K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 120 | $8.41K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 125 | $8.79K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 126 | $8.83K | 0.00% | −163−56.4% | Reduced |
| Asset Dedication, LLC | 127 | $8.90K | 0.00% | −3−2.3% | Reduced |
| Capital Advisors, Ltd. LLC | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 132 | $9.25K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 133 | $9.32K | 0.00% | +130+4,333.3% | Added |
| Financial Management Professionals, Inc. | 142 | $9.95K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 144 | $10.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $10.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 161 | $11.3K | 0.00% | +41+34.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 164 | $11.5K | 0.00% | +112+215.4% | Added |
| HHM Wealth Advisors, LLC | 164 | $11.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 168 | $11.8K | 0.00% | +39+30.2% | Added |
| Duncker Streett & Co Inc | 170 | $11.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 171 | $12.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 173 | $12.1K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 173 | $12.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 177 | $12.4K | 0.00% | +177 | New |
| United Financial Planning Group LLC | 182 | $12.8K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 185 | $13.0K | 0.00% | +185 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 190 | $13.0K | 0.00% | +190 | New |
| S&T Bank | 196 | $13.7K | 0.00% | +105+115.4% | Added |
| 1015 Capital Partners, LLC | 198 | $13.9K | 0.01% | +1+0.5% | Added |
| Stance Capital LLC | 199 | $13.9K | 0.00% | +199 | New |
| Salomon & Ludwin, LLC | 194 | $13.9K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 203 | $14.2K | 0.00% | −42−17.1% | Reduced |
| Decker Retirement Planning Inc. | 205 | $14.4K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 210 | $14.7K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 211 | $14.8K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 217 | $15.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 218 | $15.3K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 225 | $15.8K | 0.00% | +225 | New |
| Allied Private Wealth LLC | 232 | $15.9K | 0.01% | +232 | New |
| UMA Financial Services, Inc. | 228 | $16.0K | 0.00% | +28+14.0% | Added |
| JPL Wealth Management, LLC | 232 | $16.3K | 0.00% | −44−15.9% | Reduced |
| Leonteq Securities AG | 264 | $18.5K | 0.00% | +26+10.9% | Added |
| JFS Wealth Advisors, LLC | 264 | $18.5K | 0.00% | +37+16.3% | Added |
| Frazier Financial Advisors, LLC | 270 | $18.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 282 | $19.8K | 0.00% | +73+34.9% | Added |
| Highline Wealth Partners LLC | 284 | $19.9K | 0.00% | +24+9.2% | Added |
| Citizens National Bank Trust Department | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 301 | $21.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 306 | $21.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 307 | $21.5K | 0.00% | −459−59.9% | Reduced |
| Farmers & Merchants Investments Inc | 310 | $21.7K | 0.00% | −5−1.6% | Reduced |
| Atlantic Trust, LLC | 316 | $22.1K | 0.00% | 00.0% | Unchanged |
| Motco | 319 | $22.4K | 0.00% | +10+3.2% | Added |
| Private Wealth Management Group, LLC | 323 | $22.6K | 0.01% | +179+124.3% | Added |
| West Paces Advisors Inc. | 328 | $23.0K | 0.00% | +328 | New |
| Roxbury Financial LLC | 335 | $23.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 335 | $24.3K | 0.00% | −5−1.5% | Reduced |
| BFSG, LLC | 350 | $24.5K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 420 | $24.5K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 359 | $25.2K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 366 | $25.6K | 0.00% | +366 | New |
| First Command Advisory Services, Inc. | 371 | $26.0K | 0.00% | +271+271.0% | Added |
| Smallwood Wealth Investment Management, LLC | 378 | $26.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 383 | $26.8K | 0.02% | +13+3.5% | Added |
| Ares Financial Consulting, LLC | 423 | $29.6K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 424 | $29.7K | 0.01% | +323+319.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 425 | $29.8K | 0.01% | +275+183.3% | Added |
| Golden State Wealth Management, LLC | 446 | $31.3K | 0.00% | +4+0.9% | Added |
| Cedar Mountain Advisors, LLC | 448 | $31.4K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 460 | $32.2K | 0.01% | +448+3,733.3% | Added |
| Bruce G. Allen Investments, LLC | 476 | $33.4K | 0.02% | −322−40.4% | Reduced |
| Silver Grove Financial Group, Inc. | 480 | $33.7K | 0.02% | +480 | New |
| Keating Financial Advisory Services, Inc. | 497 | $34.8K | 0.00% | +115+30.1% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 500 | $35.0K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 504 | $35.3K | 0.01% | +76+17.8% | Added |
| Truvestments Capital LLC | 512 | $35.9K | 0.01% | +486+1,869.2% | Added |
| Activest Wealth Management | 542 | $38.0K | 0.01% | +3+0.6% | Added |
| Transamerica Financial Advisors, Inc. | 545 | $38.2K | 0.00% | +136+33.3% | Added |
| Bank of New Hampshire | 550 | $38.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 559 | $39.2K | 0.00% | +22+4.1% | Added |
| Newbridge Financial Services Group, Inc. | 571 | $40.0K | 0.00% | +450+371.9% | Added |
| Covestor Ltd | 588 | $42.0K | 0.02% | +218+58.9% | Added |
| Southern Michigan Bank & Trust | 600 | $42.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 627 | $43.9K | 0.00% | +19+3.1% | Added |
| Flagship Wealth Advisors, LLC | 648 | $45.4K | 0.01% | +648 | New |
| GoalVest Advisory LLC | 680 | $47.6K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 700 | $49.0K | 0.01% | +350+100.0% | Added |
| Atlas Capital Advisors LLC | 705 | $49.4K | 0.01% | −781−52.6% | Reduced |
| CoreCap Advisors, LLC | 721 | $50.6K | 0.00% | +66+10.1% | Added |
| Costello Asset Management, INC | 725 | $50.8K | 0.02% | +725 | New |
| Canton Hathaway, LLC | 730 | $51.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 734 | $51.4K | 0.00% | +40+5.8% | Added |
| Cape Investment Advisory, Inc. | 746 | $52.3K | 0.01% | +746 | New |
| Graney & King, LLC | 771 | $54.0K | 0.02% | +771 | New |
| Geneos Wealth Management Inc. | 775 | $54.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 817 | $57.2K | 0.01% | −290−26.2% | Reduced |
| Westpac Banking Corp | 824 | $57.7K | 0.00% | 00.0% | Unchanged |