CITIZENS FINANCIAL GROUP INC/RI (CFG) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 1,104
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Cornerstone Financial Management#1001 · 112 sh | 112 | $7.8K | <0.01% | +55.6% |
| 1002 | Colonial / SC#1002 · 110 sh | 110 | $7.7K | <0.01% | -6.0% |
| 1003 | Joseph Group Capital Management#1003 · 106 sh | 106 | $7.4K | <0.01% | New |
| 1004 | KERR FINANCIAL PLANNING#1004 · 105 sh | 105 | $7.3K | <0.01% | 0.0% |
| 1005 | NBT BANK N A#1005 · 103 sh | 103 | $7.2K | — | -90.7% |
| 1006 | SUMMIT SECURITIES GROUP#1006 · 98 sh | 98 | $6.9K | <0.01% | +40.0% |
| 1007 | AdvisorNet Financial#1007 · 97 sh | 97 | $6.8K | — | -31.2% |
| 1008 | Stone House Investment Management#1008 · 96 sh | 96 | $6.7K | — | +17.1% |
| 1009 | SouthState Bank#1009 · 94 sh | 94 | $6.6K | <0.01% | 0.0% |
| 1010 | Key FInancial#1010 · 91 sh | 91 | $6.4K | <0.01% | 0.0% |
| 1011 | High Note Wealth#1011 · 91 sh | 91 | $6.4K | <0.01% | +13.8% |
| 1012 | POM Investment Strategies#1012 · 90 sh | 90 | $6.3K | — | 0.0% |
| 1013 | Bay Harbor Wealth Management#1013 · 87 sh | 87 | $6.1K | <0.01% | +47.5% |
| 1014 | Dunhill Financial#1014 · 86 sh | 86 | $6.1K | <0.01% | +7.5% |
| 1015 | NVWM#1015 · 85 sh | 85 | $6.0K | — | +6.2% |
| 1016 | SHP Wealth Management#1016 · 84 sh | 84 | $5.9K | <0.01% | +25.4% |
| 1017 | Principia Wealth Advisory#1017 · 82 sh | 82 | $5.7K | <0.01% | +28.1% |
| 1018 | Rialto Wealth Management#1018 · 78 sh | 78 | $5.5K | <0.01% | +34.5% |
| 1019 | Creative Capital Management Investments#1019 · 78 sh | 78 | $5.5K | <0.01% | New |
| 1020 | Anchor Bay Capital#1020 · 75 sh | 75 | $5.5K | <0.01% | — |
| 1021 | Arlington#1021 · 77 sh | 77 | $5.4K | — | 0.0% |
| 1022 | Dogwood Wealth Management#1022 · 76 sh | 76 | $5.3K | <0.01% | 0.0% |
| 1023 | Bangor Savings Bank#1023 · 75 sh | 75 | $5.3K | — | 0.0% |
| 1024 | Piscataqua Savings Bank#1024 · 75 sh | 75 | $5.3K | — | 0.0% |
| 1025 | Triumph Capital Management#1025 · 70 sh | 70 | $4.9K | — | +6.1% |
| 1026 | Mowery & Schoenfeld Wealth Management#1026 · 69 sh | 69 | $4.8K | <0.01% | 0.0% |
| 1027 | LOGAN CAPITAL MANAGEMENT#1027 · 68 sh | 68 | $4.7K | <0.01% | New |
| 1028 | Hughes Financial Services#1028 · 64 sh | 64 | $4.5K | <0.01% | +39.1% |
| 1029 | Kingdom Financial Group#1029 · 62 sh | 62 | $4.3K | <0.01% | 0.0% |
| 1030 | TFC Financial Management#1030 · 61 sh | 61 | $4.3K | — | 0.0% |
| 1031 | Quarry#1031 · 60 sh | 60 | $4.2K | <0.01% | -90.0% |
| 1032 | American Capital Advisory#1032 · 59 sh | 59 | $4.1K | <0.01% | +37.2% |
| 1033 | Clark Wealth Partners#1033 · 59 sh | 59 | $4.1K | — | -3.3% |
| 1034 | JNBA Financial Advisors#1034 · 58 sh | 58 | $4.1K | <0.01% | 0.0% |
| 1035 | Wilkerson Advisory Group#1035 · 58 sh | 58 | $4.1K | — | 0.0% |
| 1036 | TOUNJIAN ADVISORY PARTNERS#1036 · 57 sh | 57 | $4.0K | <0.01% | -99.8% |
| 1037 | OGOREK ANTHONY JOSEPH /NY#1037 · 68 sh | 68 | $4.0K | <0.01% | -58.3% |
| 1038 | DiNuzzo Private Wealth#1038 · 56 sh | 56 | $3.9K | — | 0.0% |
| 1039 | RAFFA WEALTH MANAGEMENT#1039 · 55 sh | 55 | $3.9K | <0.01% | -43.3% |
| 1040 | Global Asset Management#1040 · 55 sh | 55 | $3.9K | — | New |
| 1041 | Rosenberg Matthew Hamilton#1041 · 53 sh | 53 | $3.7K | — | 0.0% |
| 1042 | Beaird Harris Wealth Management#1042 · 52 sh | 52 | $3.6K | <0.01% | 0.0% |
| 1043 | Independence Bank of Kentucky#1043 · 50 sh | 50 | $3.5K | — | 0.0% |
| 1044 | Oakmont Advisory Group#1044 · 47 sh | 47 | $3.3K | <0.01% | New |
| 1045 | Kilter Group#1045 · 47 sh | 47 | $3.3K | <0.01% | +23.7% |
| 1046 | Gleason Group#1046 · 46 sh | 46 | $3.2K | — | New |
| 1047 | HFM Investment Advisors#1047 · 44 sh | 44 | $3.1K | <0.01% | +100.0% |
| 1048 | Center for Financial Planning#1048 · 43 sh | 43 | $3.0K | — | 0.0% |
| 1049 | Bell Investment Advisors#1049 · 42 sh | 42 | $2.9K | <0.01% | +23.5% |
| 1050 | LifeSteps Financial#1050 · 40 sh | 40 | $2.8K | — | New |
| 1051 | Valued Wealth Advisors#1051 · 40 sh | 40 | $2.8K | <0.01% | +5.3% |
| 1052 | INVESTMENT COUNSEL OF NEVADA#1052 · 39 sh | 39 | $2.7K | <0.01% | New |
| 1053 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1053 · 38 sh | 38 | $2.7K | 0.00% | 0.0% |
| 1054 | HM PAYSON#1054 · 38 sh | 38 | $2.7K | 0.00% | 0.0% |
| 1055 | IMG Wealth Management#1055 · 37 sh | 37 | $2.6K | — | 0.0% |
| 1056 | Basepoint Wealth#1056 · 36 sh | 36 | $2.5K | <0.01% | 0.0% |
| 1057 | Lloyd Advisory Services#1057 · 35 sh | 35 | $2.5K | <0.01% | -43.5% |
| 1058 | DT Investment Partners#1058 · 34 sh | 34 | $2.4K | — | 0.0% |
| 1059 | Kentucky#1059 · 33 sh | 33 | $2.3K | — | New |
| 1060 | FINANCIAL CONSULATE#1060 · 30 sh | 30 | $2.1K | — | +15.4% |
| 1061 | PFS Partners#1061 · 30 sh | 30 | $2.1K | — | 0.0% |
| 1062 | Strengthening Families & Communities#1062 · 30 sh | 30 | $2.1K | — | New |
| 1063 | Main Street Group, LTD#1063 · 29 sh | 29 | $2.1K | <0.01% | 0.0% |
| 1064 | Coston, McIsaac & Partners#1064 · 31 sh | 31 | $2.0K | <0.01% | 0.0% |
| 1065 | SWAN Capital#1065 · 25 sh | 25 | $1.8K | <0.01% | 0.0% |
| 1066 | Cassaday & Wealth Management#1066 · 23 sh | 23 | $1.6K | 0.00% | +475.0% |
| 1067 | Whipplewood Advisors#1067 · 23 sh | 23 | $1.6K | — | -68.9% |
| 1068 | Aventura Private Wealth#1068 · 23 sh | 23 | $1.6K | <0.01% | +360.0% |
| 1069 | Marquette Asset Management#1069 · 22 sh | 22 | $1.5K | — | 0.0% |
| 1070 | Davis Capital Management#1070 · 21 sh | 21 | $1.5K | — | New |
| 1071 | Phillip James Consulting#1071 · 19 sh | 19 | $1.3K | <0.01% | 0.0% |
| 1072 | Cherry Tree Wealth Management#1072 · 18 sh | 18 | $1.2K | — | 0.0% |
| 1073 | Quaker Wealth Management#1073 · 16 sh | 16 | $1.1K | — | 0.0% |
| 1074 | COUNTRY BANK#1074 · 16 sh | 16 | $1.1K | 0.00% | 0.0% |
| 1075 | BARTLETT & WEALTH MANAGEMENT#1075 · 16 sh | 16 | $1.1K | 0.00% | +700.0% |
| 1076 | Planning Strategies#1076 · 16 sh | 16 | $1.1K | — | — |
| 1077 | WestEnd Advisors#1077 · 15 sh | 15 | $1.1K | 0.00% | +15.4% |
| 1078 | Investors Portfolio Services#1078 · 15 sh | 15 | $1.1K | <0.01% | 0.0% |
| 1079 | Navigoe#1079 · 18 sh | 18 | $1.0K | <0.01% | New |
| 1080 | United Community Bank#1080 · 14 sh | 14 | $981.00 | <0.01% | 0.0% |
| 1081 | Signature Equity Partners#1081 · 13 sh | 13 | $911.00 | <0.01% | 0.0% |
| 1082 | Nvest Wealth Strategies#1082 · 12 sh | 12 | $841.00 | — | +140.0% |
| 1083 | Bare Financial Services#1083 · 11 sh | 11 | $771.00 | <0.01% | 0.0% |
| 1084 | Sunrise Financial Services#1084 · 11 sh | 11 | $771.00 | — | New |
| 1085 | BOK Financial Private Wealth#1085 · 10 sh | 10 | $701.00 | 0.00% | New |
| 1086 | Westside Investment Management#1086 · 10 sh | 10 | $701.00 | <0.01% | 0.0% |
| 1087 | Essential Investment Partners#1087 · 10 sh | 10 | $701.00 | <0.01% | 0.0% |
| 1088 | DecisionPoint Financial#1088 · 9 sh | 9 | $647.00 | <0.01% | New |
| 1089 | Seneschal Advisors#1089 · 8 sh | 8 | $561.00 | <0.01% | 0.0% |
| 1090 | NorthAvenue#1090 · 8 sh | 8 | $561.00 | <0.01% | 0.0% |
| 1091 | Redwood Park Advisors#1091 · 7 sh | 7 | $491.00 | <0.01% | 0.0% |
| 1092 | Plante Moran Financial Advisors#1092 · 6 sh | 6 | $420.00 | 0.00% | New |
| 1093 | MidFirst Bank#1093 · 6 sh | 6 | $420.00 | 0.00% | 0.0% |
| 1094 | Spectrum Wealth Advisory Group#1094 · 5 sh | 5 | $353.00 | <0.01% | New |
| 1095 | Medallion Wealth Advisors#1095 · 5 sh | 5 | $350.00 | <0.01% | New |
| 1096 | Halbert, Hargrove/Russell#1096 · 5 sh | 5 | $345.00 | — | New |
| 1097 | MARYLAND CAPITAL ADVISORS#1097 · 3 sh | 3 | $211.00 | — | — |
| 1098 | 3 FACTOR INDEXING#1098 · 3 sh | 3 | $211.00 | — | 0.0% |
| 1099 | Game Plan Financial Advisors#1099 · 3 sh | 3 | $210.00 | <0.01% | New |
| 1100 | Highland Investment Advisors#1100 · 2 sh | 2 | $140.00 | <0.01% | — |
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.