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 |
|---|---|---|---|---|---|
| Quest 10 Wealth Builders, Inc. | 860 | $60.3K | 0.05% | −18−2.1% | Reduced |
| Central Trust Co | 934 | $65.4K | 0.00% | +14+1.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,030 | $72.2K | 0.02% | +7+0.7% | Added |
| Trust Co of Vermont | 1,033 | $72.4K | 0.00% | +1,033 | New |
| Markowski Investments | 1,048 | $73.4K | 0.02% | +1,048 | New |
| Owl Creek Wealth Partners LLC | 1,077 | $75.5K | 0.02% | +15+1.4% | Added |
| SBI Securities Co., Ltd. | 1,084 | $76.0K | 0.00% | +110+11.3% | Added |
| Synergy Investment Management, LLC | 1,098 | $78.0K | 0.02% | +800+268.5% | Added |
| Salem Investment Counselors Inc | 1,135 | $79.5K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 1,153 | $80.8K | 0.05% | −28−2.4% | Reduced |
| Timbuktu Capital Management, LLC | 1,163 | $81.5K | 0.12% | +1,163 | New |
| Delta Asset Management LLC | 1,198 | $83.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,204 | $84.4K | 0.01% | −9−0.7% | Reduced |
| Action Point Financial Planning, LLC | 1,268 | $88.6K | 0.01% | +1,268 | New |
| Ameriflex Group, Inc. | 1,293 | $90.6K | 0.04% | +132+11.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,325 | $92.8K | 0.01% | +390+41.7% | Added |
| True Wealth Design, LLC | 1,329 | $93.1K | 0.02% | +592+80.3% | Added |
| Gen-Wealth Partners Inc | 1,369 | $95.9K | 0.03% | −52−3.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,378 | $96.6K | 0.00% | +18+1.3% | Added |
| SJS Investment Consulting Inc. | 1,436 | $100.6K | 0.01% | +48+3.5% | Added |
| Basecamp Wealth Advisors LLC | 1,440 | $100.9K | 0.02% | +71+5.2% | Added |
| Compagnie Lombard Odier SCmA | 1,500 | $105.1K | 0.00% | +1,500 | New |
| Private Trust Co NA | 1,562 | $109.4K | 0.01% | −22−1.4% | Reduced |
| Cromwell Holdings LLC | 1,570 | $110.0K | 0.05% | +57+3.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,683 | $117.9K | 0.02% | +1,683 | New |
| REAP Financial Group, LLC | 1,758 | $123.2K | 0.02% | +9+0.5% | Added |
| Deseret Mutual Benefit Administrators | 1,764 | $123.6K | 0.04% | −333−15.9% | Reduced |
| Johnson Financial Group, Inc. | 1,778 | $124.6K | 0.00% | −95−5.1% | Reduced |
| First Financial Corp | 1,800 | $126.1K | 0.04% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 1,828 | $128.1K | 0.01% | +1,048+134.4% | Added |
| Zions Bancorporation, National Association | 1,843 | $129.1K | 0.01% | +164+9.8% | Added |
| CVA Family Office, LLC | 1,889 | $132.4K | 0.01% | +76+4.2% | Added |
| Paradigm Asset Management Co LLC | 1,900 | $133.1K | 0.03% | −21,449−91.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,962 | $137.5K | 0.00% | −47−2.3% | Reduced |
| Corsicana & Co. | 2,000 | $140.1K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,035 | $142.6K | 0.00% | +184+9.9% | Added |
| Hamilton Capital Partners Inc. | 2,038 | $142.8K | 0.00% | −977−32.4% | Reduced |
| LRI Investments, LLC | 2,041 | $143.0K | 0.01% | +24+1.2% | Added |
| Key Capital Management, INC | 2,062 | $144.5K | 0.07% | −473−18.7% | Reduced |
| Massmutual Trust Co FSB | 2,095 | $146.8K | 0.00% | −138−6.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,136 | $149.6K | 0.00% | −585−21.5% | Reduced |
| Armstrong Advisory Group, Inc | 2,138 | $149.8K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 2,195 | $153.8K | 0.07% | +1,925+713.0% | Added |
| Parkside Financial Bank & Trust | 2,203 | $154.4K | 0.01% | +367+20.0% | Added |
| Cary Street Partner Investment Advisory LLC | 2,698 | $189.0K | 0.04% | −2,687−49.9% | Reduced |
| Raleigh Capital Management Inc. | 2,762 | $193.5K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,839 | $198.9K | 0.01% | +2,839 | New |
| McGuire Capital Advisors Inc | 2,846 | $199.4K | 0.11% | +1,055+58.9% | Added |
| GTS Securities LLC | 2,857 | $200.2K | 0.00% | −7,425−72.2% | Reduced |
| Summit Wealth Group LLC | 2,885 | $202.1K | 0.02% | +2,885 | New |
| Flatrock Wealth Partners LLC | 2,885 | $202.1K | 0.08% | +2,885 | New |
| Guardian Wealth Advisors, LLC | 2,896 | $202.9K | 0.01% | +2,896 | New |
| Edgemoor Investment Advisors, Inc. | 2,939 | $205.9K | 0.01% | +2,939 | New |
| Wedbush Securities Inc | 2,933 | $206.0K | 0.01% | +2,933 | New |
| PFG Investments, LLC | 2,941 | $206.1K | 0.01% | +2,941 | New |
| OneAscent Financial Services LLC | 2,944 | $206.3K | 0.01% | +2,944 | New |
| Turtle Creek Wealth Advisors, LLC | 2,953 | $206.9K | 0.01% | +2,953 | New |
| Mayflower Financial Advisors, LLC | 2,955 | $207.1K | 0.02% | +2,955 | New |
| Financial Advisory Service, Inc. | 2,966 | $207.8K | 0.01% | +2,966 | New |
| First Citizens Bank & Trust Co | 2,982 | $208.9K | 0.00% | +2,982 | New |
| Investment Research Partners LLC | 2,982 | $208.9K | 0.07% | +2,982 | New |
| Signal Advisors Wealth, LLC | 2,985 | $209.2K | 0.01% | −1,422−32.3% | Reduced |
| Boyar Asset Management Inc. | 2,992 | $209.6K | 0.12% | +2,992 | New |
| Bradley Foster & Sargent Inc | 2,997 | $210.0K | 0.00% | +2,997 | New |
| Platform Technology Partners | 2,998 | $210.1K | 0.03% | +2,998 | New |
| Ibex Wealth Advisors | 2,999 | $210.1K | 0.02% | +2,999 | New |
| Everpar Advisors LLC | 3,007 | $210.7K | 0.06% | +3,007 | New |
| Level Four Advisory Services, LLC | 3,042 | $213.2K | 0.01% | +3,042 | New |
| Beacon Investment Advisory Services, Inc. | 3,060 | $214.4K | 0.01% | 00.0% | Unchanged |
| Blalock Williams, LLC | 3,072 | $215.3K | 0.14% | +3,072 | New |
| State of Wyoming | 3,076 | $215.5K | 0.02% | −1,698−35.6% | Reduced |
| MJP Associates Inc | 3,082 | $216.0K | 0.02% | +3,082 | New |
| Harvest Investment Services, LLC | 3,104 | $217.5K | 0.03% | +3,104 | New |
| Gryphon Financial Partners LLC | 3,123 | $218.8K | 0.02% | +3,123 | New |
| Ausdal Financial Partners, Inc. | 3,164 | $221.7K | 0.01% | +3,164 | New |
| Stewardship Advisors, LLC | 3,166 | $221.8K | 0.05% | +3,166 | New |
| Moss Adams Wealth Advisors LLC | 3,168 | $222.0K | 0.01% | +3,168 | New |
| Partners in Financial Planning | 3,175 | $222.5K | 0.03% | +3,175 | New |
| Diversify Wealth Management, LLC | 3,135 | $222.9K | 0.00% | +22+0.7% | Added |
| Diversify Advisory Services, LLC | 3,135 | $222.9K | 0.00% | +3,135 | New |
| Ariadne Wealth Management, LP | 3,187 | $223.3K | 0.10% | +3,187 | New |
| Virtus Wealth Solutions LLC | 3,190 | $223.5K | 0.03% | −3,128−49.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,195 | $223.9K | 0.00% | −238−6.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $224.2K | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 3,210 | $224.9K | 0.00% | −198−5.8% | Reduced |
| Traphagen Investment Advisors LLC | 3,211 | $225.0K | 0.02% | −206−6.0% | Reduced |
| Riversedge Advisors, LLC | 3,242 | $227.2K | 0.03% | +3,242 | New |
| Challenger Wealth Management | 3,268 | $229.0K | 0.17% | +3,268 | New |
| Strategic Blueprint, LLC | 3,276 | $229.5K | 0.01% | +3,276 | New |
| Moneta Group Investment Advisors LLC | 3,302 | $231.4K | 0.00% | −81−2.4% | Reduced |
| Catalyst Financial Partners LLC | 3,311 | $232.0K | 0.02% | +3,311 | New |
| Dorsey & Whitney Trust CO LLC | 3,331 | $233.4K | 0.01% | −9−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 3,343 | $234.2K | 0.00% | +3,343 | New |
| Virtue Capital Management, LLC | 3,385 | $237.2K | 0.03% | +3,385 | New |
| Snowden Capital Advisors LLC | 3,398 | $238.1K | 0.01% | −307−8.3% | Reduced |
| Fielder Capital Group LLC | 3,404 | $238.5K | 0.05% | +38+1.1% | Added |
| SmartHarvest Portfolios, LLC | 3,471 | $243.2K | 0.08% | +3,471 | New |
| Ignite Planners, LLC | 3,477 | $243.8K | 0.03% | +3,477 | New |
| S&CO Inc | 3,500 | $245.0K | 0.01% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,500 | $245.2K | 0.01% | 00.0% | Unchanged |