Citizens Financial Group Inc
CFG- 交易所
- NYSE
- 產業
- State Commercial Banks
- SEC CIK
- 0000759944
近 90 天，Citizens Financial Group Inc 內部人申報 1 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,100 家機構在 13F 申報持有，市值合計 $286.0 億；大師中只有索羅斯基金管理持有。
2026 年第 2 季 13F 持有人
Citizens Financial Group Inc 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,100
- 較 2026 年第 1 季 +85 家
- 持有股數
- 4.08 億
- 較 2026 年第 1 季 +1,088 萬 (+2.7%)
- 總市值
- $286.0 億
- 較 2026 年第 1 季 +$48.1 億 (+20.2%)
- 新進機構
- 157
- 另有 474 家加碼
- 清倉機構
- 72
- 另有 321 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CFG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,100 | $286.0 億 |
| 2026 年第 1 季 | 1,024 | $238.1 億 |
| 2025 年第 4 季 | 967 | $240.3 億 |
| 2025 年第 3 季 | 862 | $214.2 億 |
| 2025 年第 2 季 | 807 | $184.7 億 |
| 2025 年第 1 季 | 831 | $168.3 億 |
| 2024 年第 4 季 | 821 | $181.2 億 |
| 2024 年第 3 季 | 801 | $171.4 億 |
| 2024 年第 2 季 | 763 | $147.6 億 |
| 2024 年第 1 季 | 720 | $153.6 億 |
| 2023 年第 4 季 | 711 | $143.9 億 |
| 2023 年第 3 季 | 651 | $118.2 億 |
| 2023 年第 2 季 | 693 | $115.7 億 |
| 2023 年第 1 季 | 740 | $134.6 億 |
| 2022 年第 4 季 | 775 | $173.2 億 |
| 2022 年第 3 季 | 735 | $151.2 億 |
| 2022 年第 2 季 | 751 | $156.9 億 |
| 2022 年第 1 季 | 760 | $184.0 億 |
| 2021 年第 4 季 | 749 | $189.8 億 |
| 2021 年第 3 季 | 704 | $189.0 億 |
| 2021 年第 2 季 | 695 | $181.6 億 |
| 2021 年第 1 季 | 685 | $174.8 億 |
2026 年第 2 季持有機構
每家機構持有 Citizens Financial Group Inc 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 3,504 | $24.6 萬 | 0.00% | −122−3.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,550 | $24.9 萬 | 0.02% | −84−2.3% | 減碼 |
| Alps Advisors Inc | 3,594 | $25.2 萬 | 0.00% | +3,594 | 新進 |
| Quent Capital, LLC | 3,596 | $25.2 萬 | 0.02% | +296+9.0% | 加碼 |
| Planned Solutions, Inc. | 3,599 | $25.2 萬 | 0.07% | +246+7.3% | 加碼 |
| Indivisible Partners | 3,625 | $25.4 萬 | 0.01% | +3,625 | 新進 |
| Ameritas Investment Partners, Inc. | 3,653 | $25.6 萬 | 0.01% | −158−4.1% | 減碼 |
| Forthright Family Wealth Advisory LLC | 3,653 | $25.6 萬 | 0.14% | +3,653 | 新進 |
| 55 North Private Wealth, LLC | 3,660 | $25.6 萬 | 0.05% | +3,660 | 新進 |
| Root Financial Partners, LLC | 3,661 | $25.7 萬 | 0.01% | +853+30.4% | 加碼 |
| Compass Financial Management LLC | 3,488 | $25.7 萬 | 0.03% | +3,488 | 新進 |
| Change Path, LLC | 3,696 | $25.9 萬 | 0.01% | −922−20.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 3,723 | $26.1 萬 | 0.01% | +188+5.3% | 加碼 |
| QTR Family Wealth, LLC | 3,732 | $26.2 萬 | 0.09% | +91+2.5% | 加碼 |
| International Assets Investment Management, LLC | 3,652 | $26.2 萬 | 0.02% | −424−10.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 3,799 | $26.6 萬 | 0.00% | −3,800−50.0% | 減碼 |
| Check Capital Management Inc | 3,800 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 3,815 | $26.7 萬 | 0.03% | +479+14.4% | 加碼 |
| Richardson Financial Services Inc. | 3,818 | $26.8 萬 | 0.15% | −220−5.4% | 減碼 |
| WSFS Capital Management, LLC | 3,825 | $26.8 萬 | 0.01% | +10+0.3% | 加碼 |
| Systematic Alpha Investments, LLC | 3,860 | $27.0 萬 | 0.01% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 3,887 | $27.2 萬 | 0.02% | +571+17.2% | 加碼 |
| Valeo Financial Advisors, LLC | 3,918 | $27.5 萬 | 0.01% | +387+11.0% | 加碼 |
| Legacy Advisors, LLC | 3,921 | $27.5 萬 | 0.03% | −251−6.0% | 減碼 |
| Mirabella Financial Services LLP | 3,924 | $27.5 萬 | 0.03% | −6,555−62.6% | 減碼 |
| Capstone Wealth Management, LLC | 3,972 | $27.8 萬 | 0.13% | +3,972 | 新進 |
| Ewa, LLC | 3,992 | $28.0 萬 | 0.05% | +201+5.3% | 加碼 |
| Independent Advisor Alliance | 4,013 | $28.1 萬 | 0.01% | +4,013 | 新進 |
| Cigna Investments Inc | 4,034 | $28.2 萬 | 0.04% | +99+2.5% | 加碼 |
| Angeles Wealth Management, LLC | 4,053 | $28.4 萬 | 0.01% | +7+0.2% | 加碼 |
| Symmetry Partners, LLC | 4,056 | $28.4 萬 | 0.01% | +4,056 | 新進 |
| Excalibur Management Corp | 4,065 | $28.5 萬 | 0.09% | 00.0% | 不變 |
| Herold Advisors, Inc. | 4,072 | $28.5 萬 | 0.06% | +4,072 | 新進 |
| GeoWealth Management, LLC | 4,071 | $28.5 萬 | 0.01% | +644+18.8% | 加碼 |
| Cambient Family Office, LLC | 4,090 | $28.7 萬 | 0.04% | +4,090 | 新進 |
| Advisor OS, LLC | 4,101 | $28.7 萬 | 0.02% | +88+2.2% | 加碼 |
| Family Management Corp | 4,104 | $28.8 萬 | 0.03% | −64−1.5% | 減碼 |
| Mainsail Asset Management, LLC | 3,994 | $28.9 萬 | 0.11% | +3,994 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 4,153 | $29.1 萬 | 0.03% | +11+0.3% | 加碼 |
| WESPAC Advisors, LLC | 4,172 | $29.2 萬 | 0.14% | +197+5.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,183 | $29.3 萬 | 0.03% | +122+3.0% | 加碼 |
| Regal Investment Advisors LLC | 4,191 | $29.4 萬 | 0.02% | +5+0.1% | 加碼 |
| Ancora Advisors, LLC | 4,199 | $29.4 萬 | 0.01% | −301−6.7% | 減碼 |
| RFG Advisory, LLC | 4,222 | $29.6 萬 | 0.00% | +4+0.1% | 加碼 |
| Catalyst Funds Management Pty Ltd | 4,250 | $29.8 萬 | 0.02% | −224−5.0% | 減碼 |
| Trustmark National Bank Trust Department | 4,278 | $30.0 萬 | 0.02% | +198+4.9% | 加碼 |
| TFB Advisors LLC | 4,310 | $30.2 萬 | 0.13% | +25+0.6% | 加碼 |
| Decision Investments, Inc | 4,320 | $30.3 萬 | 0.28% | −20−0.5% | 減碼 |
| Ipswich Investment Management Co., Inc. | 4,374 | $30.6 萬 | 0.06% | 00.0% | 不變 |
| Range Advisory, LLC | 4,377 | $30.7 萬 | 0.04% | +859+24.4% | 加碼 |
| American Trust | 4,413 | $30.9 萬 | 0.02% | −89−2.0% | 減碼 |
| Advyzon Investment Management, LLC | 4,437 | $31.1 萬 | 0.02% | −8−0.2% | 減碼 |
| LCNB Corp | 4,440 | $31.1 萬 | 0.10% | −1,365−23.5% | 減碼 |
| Orion Capital Management LLC | 4,475 | $31.4 萬 | 0.10% | 00.0% | 不變 |
| PDS Planning, Inc | 4,495 | $31.5 萬 | 0.02% | +3+0.1% | 加碼 |
| CRA Financial Services, LLC | 4,505 | $31.6 萬 | 0.04% | +32+0.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,505 | $31.6 萬 | 0.01% | −239−5.0% | 減碼 |
| Clearstead Advisors, LLC | 4,551 | $31.9 萬 | 0.00% | −3,380−42.6% | 減碼 |
| Hidden Cove Wealth Management, LLC | 4,558 | $31.9 萬 | 0.18% | +430+10.4% | 加碼 |
| Gradient Capital Advisors, LLC | 4,575 | $32.1 萬 | 0.07% | 00.0% | 不變 |
| Ballast, Inc. | 4,600 | $32.2 萬 | 0.06% | +4,600 | 新進 |
| Personal Cfo Solutions, LLC | 4,609 | $32.3 萬 | 0.05% | +4+0.1% | 加碼 |
| Prospera Financial Services Inc | 4,690 | $32.9 萬 | 0.00% | −294−5.9% | 減碼 |
| GHP Investment Advisors, Inc. | 4,697 | $32.9 萬 | 0.01% | +4,600+4,742.3% | 加碼 |
| Optas, LLC | 4,698 | $32.9 萬 | 0.05% | +73+1.6% | 加碼 |
| Hoxton Planning & Management, LLC | 4,742 | $33.2 萬 | 0.09% | −52−1.1% | 減碼 |
| Abel Hall, LLC | 4,753 | $33.3 萬 | 0.06% | +96+2.1% | 加碼 |
| Advisors Asset Management, Inc. | 4,776 | $33.5 萬 | 0.01% | +1,552+48.1% | 加碼 |
| Sanchez Gaunt Capital Management, LLC | 4,798 | $33.6 萬 | 0.19% | −116−2.4% | 減碼 |
| Advisor Resource Council | 4,666 | $33.6 萬 | 0.11% | +4,666 | 新進 |
| Trust Asset Management LLC | 4,823 | $33.8 萬 | 0.02% | −125−2.5% | 減碼 |
| Knightsbridge Asset Management, LLC | 4,833 | $33.9 萬 | 0.04% | +485+11.2% | 加碼 |
| Prelude Capital Management, LLC | 4,838 | $33.9 萬 | 0.02% | −1,024−17.5% | 減碼 |
| Cidel Asset Management Inc | 4,844 | $33.9 萬 | 0.02% | −244−4.8% | 減碼 |
| Drucker Wealth 3.0, LLC | 4,877 | $34.2 萬 | 0.05% | +33+0.7% | 加碼 |
| International Private Wealth Advisors LLC | 4,878 | $34.2 萬 | 0.18% | −3,047−38.4% | 減碼 |
| Bahl & Gaynor Inc | 4,920 | $34.5 萬 | 0.00% | +1,380+39.0% | 加碼 |
| Elevated Financial Group LLC | 4,932 | $34.6 萬 | 0.10% | −56−1.1% | 減碼 |
| MQS Management LLC | 4,946 | $34.7 萬 | 0.42% | +4,946 | 新進 |
| Armis Advisers, LLC | 4,811 | $34.7 萬 | 0.03% | +47+1.0% | 加碼 |
| Poinciana Advisors Group, LLC | 4,968 | $34.8 萬 | 0.26% | 00.0% | 不變 |
| Ostrum Asset Management | 4,977 | $34.9 萬 | 0.02% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 4,985 | $34.9 萬 | 0.02% | +164+3.4% | 加碼 |
| Jain Global LLC | 4,989 | $35.0 萬 | 0.00% | +4,989 | 新進 |
| VisionPoint Advisory Group, LLC | 4,989 | $35.0 萬 | 0.06% | +29+0.6% | 加碼 |
| Boston Private Wealth LLC | 5,066 | $35.5 萬 | 0.02% | −40−0.8% | 減碼 |
| Profund Advisors LLC | 5,089 | $35.7 萬 | 0.01% | −225−4.2% | 減碼 |
| Avestar Capital, LLC | 5,122 | $35.9 萬 | 0.02% | +5,122 | 新進 |
| Fort Washington Investment Advisors Inc | 5,175 | $36.3 萬 | 0.00% | +457+9.7% | 加碼 |
| Biltmore Family Office, LLC | 5,236 | $36.7 萬 | 0.05% | −249−4.5% | 減碼 |
| Avantra Family Wealth, Inc. | 5,237 | $36.7 萬 | 0.23% | +1,371+35.5% | 加碼 |
| Tocqueville Asset Management L.P. | 5,254 | $36.8 萬 | 0.00% | −27−0.5% | 減碼 |
| Lincoln Capital Corp | 5,256 | $36.8 萬 | 0.12% | +39+0.7% | 加碼 |
| 111 Capital | 5,275 | $37.0 萬 | 0.06% | +5,275 | 新進 |
| Drive Wealth Management, LLC | 5,297 | $37.1 萬 | 0.07% | +1,917+56.7% | 加碼 |
| Pier 88 Investment Partners LLC | 5,300 | $37.1 萬 | 0.09% | +3,300+165.0% | 加碼 |
| Daymark Wealth Partners, LLC | 5,317 | $37.3 萬 | 0.01% | −132−2.4% | 減碼 |
| Soltis Investment Advisors LLC | 5,362 | $37.6 萬 | 0.02% | −207−3.7% | 減碼 |
| waypoint wealth counsel | 5,373 | $37.6 萬 | 0.24% | −606−10.1% | 減碼 |
| Resources Investment Advisors, LLC. | 5,373 | $37.7 萬 | 0.00% | +185+3.6% | 加碼 |