CITIZENS FINANCIAL GROUP INC/RI (CFG) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,104
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Wilmington Savings Fund Society, FSB#601 · 8,941 sh | 8,941 | $626.5K | — | +0.1% |
| 602 | CSS#602 · 8,920 sh | 8,920 | $625.0K | 0.02% | -47.8% |
| 603 | MEITAV INVESTMENT HOUSE LTD#603 · 8,896 sh | 8,896 | $623.3K | <0.01% | New |
| 604 | SUMMITRY#604 · 8,888 sh | 8,888 | $622.8K | 0.02% | +15.5% |
| 605 | BEESE FULMER INVESTMENT MANAGEMENT#605 · 8,797 sh | 8,797 | $616.4K | — | +19.2% |
| 606 | Portfolio Design Labs#606 · 8,779 sh | 8,779 | $615.1K | 0.10% | -66.3% |
| 607 | MARK SHEPTOFF FINANCIAL PLANNING#607 · 8,700 sh | 8,700 | $609.6K | 0.32% | 0.0% |
| 608 | SIMPLEX TRADING#608 · 8,695 sh | 8,695 | $609.3K | <0.01% | New |
| 609 | Versant Capital Management#609 · 8,651 sh | 8,651 | $606.2K | — | +20.6% |
| 610 | Polymer Capital Management (US)#610 · 8,565 sh | 8,565 | $600.1K | 0.08% | +6.6% |
| 611 | SAGESPRING WEALTH PARTNERS#611 · 8,525 sh | 8,525 | $597.3K | — | +1.0% |
| 612 | TEMA ETFS#612 · 8,425 sh | 8,425 | $590.3K | — | +9.4% |
| 613 | FORTEM FINANCIAL GROUP#613 · 8,339 sh | 8,339 | $584.3K | — | +2.9% |
| 614 | Elevated Capital Advisors#614 · 8,287 sh | 8,287 | $580.7K | 0.16% | -53.3% |
| 615 | Diversified Enterprises#615 · 8,154 sh | 8,154 | $571.4K | — | +1.5% |
| 616 | Perigon Wealth Management#616 · 8,109 sh | 8,109 | $568.2K | — | +7.8% |
| 617 | World Investment Advisors#617 · 9,304 sh | 9,304 | $566.5K | <0.01% | -36.4% |
| 618 | Compound Planning#618 · 8,074 sh | 8,074 | $565.7K | 0.01% | +11.8% |
| 619 | 1620 INVESTMENT ADVISORS#619 · 8,045 sh | 8,045 | $563.7K | 0.35% | +0.4% |
| 620 | Clark Capital Management Group#620 · 8,027 sh | 8,027 | $562.5K | <0.01% | +117.1% |
| 621 | Summit Financial#621 · 8,004 sh | 8,004 | $560.9K | <0.01% | +2.3% |
| 622 | Impact Partnership Wealth#622 · 7,867 sh | 7,867 | $551.3K | 0.05% | +54.2% |
| 623 | 46 Peaks#623 · 7,816 sh | 7,816 | $547.7K | 0.34% | New |
| 624 | SHEETS SMITH WEALTH MANAGEMENT#624 · 7,796 sh | 7,796 | $546.3K | — | 0.0% |
| 625 | Gladstone Institutional Advisory#625 · 7,724 sh | 7,724 | $541.2K | 0.02% | -0.6% |
| 626 | JACKSON THORNTON WEALTH MANAGEMENT#626 · 7,679 sh | 7,679 | $538.1K | 0.04% | +4.4% |
| 627 | Vestcor#627 · 7,673 sh | 7,673 | $538.0K | 0.01% | 0.0% |
| 628 | HUNTINGTON NATIONAL BANK#628 · 7,672 sh | 7,672 | $537.6K | <0.01% | +1.5% |
| 629 | Dynasty Wealth Management#629 · 7,642 sh | 7,642 | $535.5K | <0.01% | New |
| 630 | MATHER GROUP#630 · 7,629 sh | 7,629 | $534.5K | — | +7.2% |
| 631 | Horizon Investments#631 · 7,643 sh | 7,643 | $532.1K | <0.01% | -94.6% |
| 632 | Larson Financial Group#632 · 7,537 sh | 7,537 | $528.1K | 0.01% | +24.2% |
| 633 | Proficio Capital Partners#633 · 7,513 sh | 7,513 | $526.5K | 0.02% | New |
| 634 | Ponta Wealth Partners#634 · 7,469 sh | 7,469 | $523.4K | 0.28% | +33.4% |
| 635 | IFG Advisory#635 · 7,453 sh | 7,453 | $522.2K | 0.02% | +521.1% |
| 636 | Brookstone Capital Management#636 · 7,399 sh | 7,399 | $518.4K | — | +10.2% |
| 637 | Continuum Advisory#637 · 7,298 sh | 7,298 | $511.4K | 0.04% | +5.0% |
| 638 | Capula Management Ltd#638 · 7,228 sh | 7,228 | $506.5K | <0.01% | +510.0% |
| 639 | SIGNATUREFD#639 · 7,215 sh | 7,215 | $505.6K | — | +8.7% |
| 640 | Sandro Wealth Management#640 · 7,207 sh | 7,207 | $505.0K | 0.36% | +2.9% |
| 641 | Beacon Pointe Advisors#641 · 7,171 sh | 7,171 | $502.5K | <0.01% | +22.2% |
| 642 | IAMS WEALTH MANAGEMENT#642 · 7,095 sh | 7,095 | $497.2K | — | +38.7% |
| 643 | TCW GROUP#643 · 7,096 sh | 7,096 | $497.2K | <0.01% | +0.3% |
| 644 | SYM FINANCIAL#644 · 7,057 sh | 7,057 | $494.5K | — | +6.6% |
| 645 | Severin Investments#645 · 6,978 sh | 6,978 | $488.9K | 0.37% | +4.4% |
| 646 | GREAT LAKES ADVISORS#646 · 6,977 sh | 6,977 | $488.9K | <0.01% | -6.0% |
| 647 | CX Institutional#647 · 6,930 sh | 6,930 | $486.0K | — | +1.3% |
| 648 | Parallel Advisors#648 · 6,930 sh | 6,930 | $485.6K | <0.01% | +3.3% |
| 649 | PICTON MAHONEY ASSET MANAGEMENT#649 · 6,832 sh | 6,832 | $478.7K | <0.01% | -1.2% |
| 650 | GROUP ONE TRADING, L.P.#650 · 6,774 sh | 6,774 | $474.7K | <0.01% | +633.1% |
| 651 | Gilbert & Cook#651 · 6,760 sh | 6,760 | $473.7K | 0.05% | +1.5% |
| 652 | Fidelis Capital Partners#652 · 6,677 sh | 6,677 | $467.9K | 0.03% | +1.5% |
| 653 | Pinion Investment Advisors#653 · 6,675 sh | 6,675 | $467.7K | 0.09% | +4.0% |
| 654 | Clear Street Group#654 · 6,674 sh | 6,674 | $467.6K | <0.01% | New |
| 655 | ATALANTA SOSNOFF CAPITAL#655 · 6,649 sh | 6,649 | $465.9K | <0.01% | -10.2% |
| 656 | Gallagher Fiduciary Advisors#656 · 6,498 sh | 6,498 | $455.3K | 0.01% | +0.8% |
| 657 | Fourth Dimension Wealth#657 · 6,495 sh | 6,495 | $455.1K | 0.14% | +6395.0% |
| 658 | WOODWARD DIVERSIFIED CAPITAL#658 · 6,425 sh | 6,425 | $450.2K | — | +0.5% |
| 659 | MGO ONE SEVEN#659 · 6,423 sh | 6,423 | $450.1K | <0.01% | +16.7% |
| 660 | Tower Research Capital (TRC)#660 · 6,423 sh | 6,423 | $450.1K | 0.01% | -70.5% |
| 661 | KLINGENSTEIN FIELDS#661 · 6,402 sh | 6,402 | $448.6K | 0.02% | 0.0% |
| 662 | UMB Bank, n.a.#662 · 6,360 sh | 6,360 | $445.6K | <0.01% | +6.6% |
| 663 | Fifth Third Wealth Advisors#663 · 6,340 sh | 6,340 | $444.2K | — | +55.0% |
| 664 | Waterloo Capital, L.P.#664 · 6,335 sh | 6,335 | $443.9K | 0.02% | +31.4% |
| 665 | VAN ECK ASSOCIATES#665 · 6,285 sh | 6,285 | $440.4K | <0.01% | -2.4% |
| 666 | Essex Financial Services#666 · 6,270 sh | 6,270 | $439.3K | 0.02% | -1.9% |
| 667 | Siemens Fonds Invest GmbH#667 · 6,234 sh | 6,234 | $436.8K | 0.02% | 0.0% |
| 668 | OpenArc Corporate Advisory#668 · 6,220 sh | 6,220 | $435.8K | — | New |
| 669 | Essential Partners#669 · 6,215 sh | 6,215 | $435.5K | — | -76.8% |
| 670 | HBK Sorce Advisory#670 · 5,905 sh | 5,905 | $434.6K | <0.01% | +1.5% |
| 671 | PRINCIPAL SECURITIES#671 · 6,192 sh | 6,192 | $433.9K | <0.01% | -36.4% |
| 672 | 71 West Capital Partners#672 · 6,191 sh | 6,191 | $433.8K | 0.01% | +32.4% |
| 673 | WHITTIER#673 · 5,981 sh | 5,981 | $431.3K | <0.01% | 0.0% |
| 674 | Parcion Private Wealth#674 · 6,121 sh | 6,121 | $428.9K | 0.02% | +10.6% |
| 675 | WESTWOOD GROUP#675 · 6,096 sh | 6,096 | $427.1K | <0.01% | New |
| 676 | Ellevest#676 · 6,164 sh | 6,164 | $425.8K | 0.05% | -6.3% |
| 677 | Crumly & Associates#677 · 6,073 sh | 6,073 | $425.5K | — | +0.6% |
| 678 | FIL Ltd#678 · 6,066 sh | 6,066 | $425.0K | <0.01% | +129.1% |
| 679 | COZAD ASSET MANAGEMENT#679 · 6,025 sh | 6,025 | $422.2K | 0.03% | +33.8% |
| 680 | Penserra Capital Management#680 · 6,047 sh | 6,047 | $422.0K | <0.01% | -13.2% |
| 681 | Sowell Financial Services#681 · 5,978 sh | 5,978 | $418.9K | — | -4.3% |
| 682 | ASAHI LIFE ASSET MANAGEMENT , LTD.#682 · 5,975 sh | 5,975 | $418.7K | 0.24% | 0.0% |
| 683 | Pinnacle Wealth Management Advisory Group#683 · 5,968 sh | 5,968 | $418.2K | — | +9.3% |
| 684 | Pointe Capital Management#684 · 5,963 sh | 5,963 | $417.8K | 0.19% | 0.0% |
| 685 | Arkadios Wealth Advisors#685 · 5,933 sh | 5,933 | $415.7K | <0.01% | -6.3% |
| 686 | NORDEN GROUP#686 · 5,854 sh | 5,854 | $410.2K | — | +1.2% |
| 687 | Heritage Wealth Advisors#687 · 5,850 sh | 5,850 | $409.9K | 0.01% | New |
| 688 | BXM Wealth#688 · 5,845 sh | 5,845 | $409.6K | 0.22% | New |
| 689 | Moors & Cabot#689 · 5,748 sh | 5,748 | $402.7K | 0.02% | -2.9% |
| 690 | FERGUSON WELLMAN CAPITAL MANAGEMENT#690 · 5,715 sh | 5,715 | $400.4K | — | -10.0% |
| 691 | Bayforest Capital Ltd#691 · 5,647 sh | 5,647 | $395.7K | 0.37% | New |
| 692 | Crestwood Advisors Group#692 · 5,642 sh | 5,642 | $395.3K | <0.01% | +39.5% |
| 693 | Ashton Thomas Private Wealth#693 · 5,584 sh | 5,584 | $391.3K | <0.01% | +51.0% |
| 694 | Fund Advisors of America#694 · 5,555 sh | 5,555 | $389.2K | 0.35% | -24.0% |
| 695 | MOODY LYNN & LIEBERSON#695 · 5,484 sh | 5,484 | $384.3K | — | New |
| 696 | Wick Capital Partners#696 · 5,449 sh | 5,449 | $381.8K | 0.06% | +1.1% |
| 697 | PANAGORA ASSET MANAGEMENT#697 · 5,446 sh | 5,446 | $381.6K | <0.01% | 0.0% |
| 698 | NICOLET BANKSHARES#698 · 5,415 sh | 5,415 | $379.4K | 0.01% | +1.4% |
| 699 | Baader Bank Aktiengesellschaft#699 · 5,410 sh | 5,410 | $379.1K | 0.03% | New |
| 700 | Rossby Financial, LCC#700 · 5,401 sh | 5,401 | $378.4K | 0.07% | +0.4% |
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.