CITIZENS FINANCIAL GROUP INC/RI (CFG) — Institutional Holders, Q2 2026 (page 10)
1,104 institutional investment managers reported a CFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $28.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CFG 13F holders ranked 901–1,000 of 1,104
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Quest 10 Wealth Builders#901 · 860 sh | 860 | $60.3K | 0.05% | -2.1% |
| 902 | WESTPAC BANKING#902 · 824 sh | 824 | $57.7K | <0.01% | 0.0% |
| 903 | Grove Bank#903 · 817 sh | 817 | $57.2K | — | -26.2% |
| 904 | Geneos Wealth Management#904 · 775 sh | 775 | $54.3K | <0.01% | 0.0% |
| 905 | Graney & King#905 · 771 sh | 771 | $54.0K | 0.02% | New |
| 906 | Cape Investment Advisory#906 · 746 sh | 746 | $52.3K | — | New |
| 907 | Spire Wealth Management#907 · 734 sh | 734 | $51.4K | <0.01% | +5.8% |
| 908 | Canton Hathaway#908 · 730 sh | 730 | $51.2K | — | 0.0% |
| 909 | Costello Asset Management#909 · 725 sh | 725 | $50.8K | 0.02% | New |
| 910 | CoreCap Advisors#910 · 721 sh | 721 | $50.6K | — | +10.1% |
| 911 | ATLAS CAPITAL ADVISORS#911 · 705 sh | 705 | $49.4K | <0.01% | -52.6% |
| 912 | KELLEHER FINANCIAL ADVISORS#912 · 700 sh | 700 | $49.0K | <0.01% | +100.0% |
| 913 | GoalVest Advisory#913 · 680 sh | 680 | $47.6K | — | 0.0% |
| 914 | FLAGSHIP WEALTH ADVISORS#914 · 648 sh | 648 | $45.4K | 0.01% | New |
| 915 | VALLEY NATIONAL ADVISERS#915 · 627 sh | 627 | $43.9K | — | +3.1% |
| 916 | SOUTHERN MICHIGAN BANK &#916 · 600 sh | 600 | $42.0K | — | 0.0% |
| 917 | Covestor Ltd#917 · 588 sh | 588 | $42.0K | 0.02% | +58.9% |
| 918 | Newbridge Financial Services Group#918 · 571 sh | 571 | $40.0K | — | +371.9% |
| 919 | Crewe Advisors#919 · 559 sh | 559 | $39.2K | <0.01% | +4.1% |
| 920 | Bank of New Hampshire#920 · 550 sh | 550 | $38.5K | — | 0.0% |
| 921 | Transamerica Financial Advisors#921 · 545 sh | 545 | $38.2K | <0.01% | +33.3% |
| 922 | Activest Wealth Management#922 · 542 sh | 542 | $38.0K | — | +0.6% |
| 923 | Truvestments Capital#923 · 512 sh | 512 | $35.9K | <0.01% | +1869.2% |
| 924 | VIRTUS ADVISERS#924 · 504 sh | 504 | $35.3K | 0.01% | +17.8% |
| 925 | Gunpowder Capital Management, dba Oliver Wealth Management#925 · 500 sh | 500 | $35.0K | 0.02% | 0.0% |
| 926 | Keating Financial Advisory Services#926 · 497 sh | 497 | $34.8K | <0.01% | +30.1% |
| 927 | Silver Grove Financial Group#927 · 480 sh | 480 | $33.7K | 0.02% | New |
| 928 | Bruce G. Allen Investments#928 · 476 sh | 476 | $33.4K | 0.02% | -40.4% |
| 929 | Westfuller Advisors#929 · 460 sh | 460 | $32.2K | 0.01% | +3733.3% |
| 930 | Cedar Mountain Advisors#930 · 448 sh | 448 | $31.4K | — | 0.0% |
| 931 | Golden State Wealth Management#931 · 446 sh | 446 | $31.3K | <0.01% | +0.9% |
| 932 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#932 · 425 sh | 425 | $29.8K | <0.01% | +183.3% |
| 933 | ZRC WEALTH MANAGEMENT#933 · 424 sh | 424 | $29.7K | — | +319.8% |
| 934 | Ares Financial Consulting#934 · 423 sh | 423 | $29.6K | — | 0.0% |
| 935 | WPG Advisers#935 · 383 sh | 383 | $26.8K | 0.02% | +3.5% |
| 936 | Smallwood Wealth Investment Management#936 · 378 sh | 378 | $26.5K | 0.01% | 0.0% |
| 937 | James T. Borello RIA#937 · 372 sh | 372 | $26.1K | — | +3.0% |
| 938 | Institute for Wealth Management#938 · 366 sh | 366 | $25.6K | <0.01% | New |
| 939 | E Fund Management (Hong Kong) , Ltd.#939 · 359 sh | 359 | $25.2K | <0.01% | 0.0% |
| 940 | Ameliora Wealth Management Ltd.#940 · 420 sh | 420 | $24.5K | — | 0.0% |
| 941 | BFSG#941 · 350 sh | 350 | $24.5K | <0.01% | 0.0% |
| 942 | Cornerstone Planning Group#942 · 335 sh | 335 | $24.3K | — | -1.5% |
| 943 | Roxbury Financial#943 · 335 sh | 335 | $23.5K | — | 0.0% |
| 944 | WEST PACES ADVISORS#944 · 328 sh | 328 | $23.0K | — | New |
| 945 | Private Wealth Management Group#945 · 323 sh | 323 | $22.6K | — | +124.3% |
| 946 | MOTCO#946 · 319 sh | 319 | $22.4K | <0.01% | +3.2% |
| 947 | Clearstead#947 · 316 sh | 316 | $22.1K | <0.01% | 0.0% |
| 948 | FARMERS & MERCHANTS INVESTMENTS#948 · 310 sh | 310 | $21.7K | — | -1.6% |
| 949 | Fortitude Family Office#949 · 307 sh | 307 | $21.5K | — | -59.9% |
| 950 | Hilltop National Bank#950 · 306 sh | 306 | $21.4K | — | 0.0% |
| 951 | Vanguard National#951 · 301 sh | 301 | $21.1K | <0.01% | 0.0% |
| 952 | Citizens National Bank Department#952 · 300 sh | 300 | $21.0K | <0.01% | 0.0% |
| 953 | McCarley & Cook Financial Planners#953 · 290 sh | 290 | $20.3K | — | 0.0% |
| 954 | HIGHLINE WEALTH PARTNERS#954 · 284 sh | 284 | $19.9K | — | +9.2% |
| 955 | FIRST HORIZON NATIONAL#955 · 282 sh | 282 | $19.8K | — | +34.9% |
| 956 | Frazier Financial Advisors#956 · 270 sh | 270 | $18.9K | <0.01% | 0.0% |
| 957 | JFS WEALTH ADVISORS#957 · 264 sh | 264 | $18.5K | <0.01% | +16.3% |
| 958 | Leonteq Securities AG#958 · 264 sh | 264 | $18.5K | <0.01% | +10.9% |
| 959 | JPL Wealth Management#959 · 232 sh | 232 | $16.3K | <0.01% | -15.9% |
| 960 | Physician Wealth Advisors#960 · 228 sh | 228 | $16.0K | — | +14.0% |
| 961 | Allied Private Wealth#961 · 232 sh | 232 | $15.9K | 0.01% | — |
| 962 | ICON ADVISERS#962 · 225 sh | 225 | $15.8K | <0.01% | New |
| 963 | BARRETT & COMPANY#963 · 218 sh | 218 | $15.3K | — | 0.0% |
| 964 | Strategic Wealth Partners, Ltd.#964 · 217 sh | 217 | $15.2K | <0.01% | 0.0% |
| 965 | Retirement Wealth Solutions#965 · 211 sh | 211 | $14.8K | — | 0.0% |
| 966 | North Star Investment Management#966 · 210 sh | 210 | $14.7K | <0.01% | 0.0% |
| 967 | VISION FINANCIAL MARKETS#967 · 200 sh | 200 | $14.4K | — | 0.0% |
| 968 | Community Financial Services Group#968 · 200 sh | 200 | $14.4K | — | 0.0% |
| 969 | Decker Retirement Planning#969 · 205 sh | 205 | $14.4K | — | 0.0% |
| 970 | J.Safra Asset Management#970 · 203 sh | 203 | $14.2K | <0.01% | -17.1% |
| 971 | Salomon & Ludwin#971 · 194 sh | 194 | $13.9K | <0.01% | 0.0% |
| 972 | STANCE CAPITAL#972 · 199 sh | 199 | $13.9K | <0.01% | New |
| 973 | 1015 Capital Partners#973 · 198 sh | 198 | $13.9K | 0.01% | +0.5% |
| 974 | S&T BANK#974 · 196 sh | 196 | $13.7K | <0.01% | +115.4% |
| 975 | Farmers & Merchants of Chambersburg PA#975 · 190 sh | 190 | $13.0K | — | New |
| 976 | MCDONALD PARTNERS#976 · 185 sh | 185 | $13.0K | <0.01% | New |
| 977 | United Financial Planning Group#977 · 182 sh | 182 | $12.8K | <0.01% | 0.0% |
| 978 | Community Bank, N.A.#978 · 177 sh | 177 | $12.4K | <0.01% | New |
| 979 | Central Pacific Bank - Division#979 · 173 sh | 173 | $12.1K | — | 0.0% |
| 980 | Boreal Capital Management#980 · 173 sh | 173 | $12.1K | <0.01% | 0.0% |
| 981 | CREATIVE FINANCIAL DESIGNS#981 · 171 sh | 171 | $12.0K | <0.01% | 0.0% |
| 982 | DUNCKER STREETT#982 · 170 sh | 170 | $11.9K | <0.01% | 0.0% |
| 983 | Princeton Global Asset Management#983 · 168 sh | 168 | $11.8K | — | +30.2% |
| 984 | HHM Wealth Advisors#984 · 164 sh | 164 | $11.5K | <0.01% | 0.0% |
| 985 | Steigerwald, Gordon & Koch#985 · 164 sh | 164 | $11.5K | <0.01% | +215.4% |
| 986 | Bogart Wealth#986 · 161 sh | 161 | $11.3K | <0.01% | +34.2% |
| 987 | CALDWELL SUTTER CAPITAL#987 · 159 sh | 159 | $11.1K | <0.01% | 0.0% |
| 988 | Prestige Wealth Management Group#988 · 144 sh | 144 | $10.1K | <0.01% | 0.0% |
| 989 | HARBOR INVESTMENT ADVISORY#989 · 144 sh | 144 | $10.1K | — | 0.0% |
| 990 | Financial Management Professionals#990 · 142 sh | 142 | $9.9K | — | 0.0% |
| 991 | Rakuten Securities#991 · 133 sh | 133 | $9.3K | <0.01% | +4333.3% |
| 992 | N.E.W. Advisory Services#992 · 132 sh | 132 | $9.2K | <0.01% | 0.0% |
| 993 | Capital Advisors, Ltd.#993 · 122 sh | 122 | $9.0K | <0.01% | 0.0% |
| 994 | Asset Dedication#994 · 127 sh | 127 | $8.9K | <0.01% | -2.3% |
| 995 | Kemnay Advisory Services#995 · 126 sh | 126 | $8.8K | <0.01% | -56.4% |
| 996 | Torren Management#996 · 125 sh | 125 | $8.8K | <0.01% | 0.0% |
| 997 | Nemes Rush Group#997 · 120 sh | 120 | $8.4K | <0.01% | 0.0% |
| 998 | Hilton Head Capital Partners#998 · 119 sh | 119 | $8.3K | — | 0.0% |
| 999 | Avion Wealth#999 · 123 sh | 123 | $8.0K | <0.01% | +13.9% |
| 1000 | Jackson, Grant Investment Advisers#1000 · 112 sh | 112 | $7.8K | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.