CITIZENS FINANCIAL GROUP INC/RI (CFG) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,104
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | OneDigital Investment Advisors#701 · 5,373 sh | 5,373 | $376.5K | <0.01% | +3.6% |
| 702 | waypoint wealth counsel#702 · 5,373 sh | 5,373 | $376.5K | — | -10.1% |
| 703 | Soltis Investment Advisors#703 · 5,362 sh | 5,362 | $375.7K | 0.02% | -3.7% |
| 704 | DAYMARK WEALTH PARTNERS#704 · 5,317 sh | 5,317 | $372.6K | <0.01% | -2.4% |
| 705 | PIER 88 INVESTMENT PARTNERS#705 · 5,300 sh | 5,300 | $371.4K | 0.09% | +165.0% |
| 706 | DRIVE WEALTH MANAGEMENT#706 · 5,297 sh | 5,297 | $371.2K | 0.07% | +56.7% |
| 707 | 111 Capital#707 · 5,275 sh | 5,275 | $369.6K | 0.06% | New |
| 708 | LINCOLN CAPITAL#708 · 5,256 sh | 5,256 | $368.3K | — | +0.7% |
| 709 | TOCQUEVILLE ASSET MANAGEMENT L.P.#709 · 5,254 sh | 5,254 | $368.1K | <0.01% | -0.5% |
| 710 | Avantra Family Wealth#710 · 5,237 sh | 5,237 | $367.0K | — | +35.5% |
| 711 | Biltmore Family Office#711 · 5,236 sh | 5,236 | $366.9K | 0.05% | -4.5% |
| 712 | FORT WASHINGTON INVESTMENT ADVISORS#712 · 5,175 sh | 5,175 | $362.6K | — | +9.7% |
| 713 | Avestar Capital#713 · 5,122 sh | 5,122 | $358.9K | 0.02% | New |
| 714 | PROFUND ADVISORS#714 · 5,089 sh | 5,089 | $356.6K | <0.01% | -4.2% |
| 715 | SVB WEALTH#715 · 5,066 sh | 5,066 | $355.0K | 0.02% | -0.8% |
| 716 | VisionPoint Advisory Group#716 · 4,989 sh | 4,989 | $349.6K | — | +0.6% |
| 717 | Jain Global#717 · 4,989 sh | 4,989 | $349.6K | <0.01% | New |
| 718 | Checchi Capital Advisers#718 · 4,985 sh | 4,985 | $349.3K | 0.02% | +3.4% |
| 719 | OSTRUM ASSET MANAGEMENT#719 · 4,977 sh | 4,977 | $348.7K | 0.02% | 0.0% |
| 720 | POINCIANA ADVISORS GROUP#720 · 4,968 sh | 4,968 | $348.1K | 0.26% | 0.0% |
| 721 | Bison Wealth#721 · 4,811 sh | 4,811 | $346.9K | — | +1.0% |
| 722 | MQS Management#722 · 4,946 sh | 4,946 | $346.6K | 0.42% | New |
| 723 | Elevated Financial Group#723 · 4,932 sh | 4,932 | $345.6K | — | -1.1% |
| 724 | BAHL & GAYNOR#724 · 4,920 sh | 4,920 | $344.7K | <0.01% | +39.0% |
| 725 | International Private Wealth Advisors#725 · 4,878 sh | 4,878 | $341.8K | 0.18% | -38.4% |
| 726 | Drucker Wealth 3.0#726 · 4,877 sh | 4,877 | $341.7K | 0.05% | +0.7% |
| 727 | CIDEL ASSET MANAGEMENT#727 · 4,844 sh | 4,844 | $339.4K | 0.02% | -4.8% |
| 728 | PRELUDE CAPITAL MANAGEMENT#728 · 4,838 sh | 4,838 | $339.0K | 0.02% | -17.5% |
| 729 | Asset Management#729 · 4,823 sh | 4,823 | $337.9K | 0.02% | -2.5% |
| 730 | Advisor Resource Council#730 · 4,666 sh | 4,666 | $336.5K | 0.09% | New |
| 731 | Sanchez Gaunt Capital Management#731 · 4,798 sh | 4,798 | $336.2K | 0.19% | -2.4% |
| 732 | Advisors Asset Management#732 · 4,776 sh | 4,776 | $334.7K | <0.01% | +48.1% |
| 733 | Abel Hall#733 · 4,753 sh | 4,753 | $333.0K | — | +2.1% |
| 734 | Hoxton Planning & Management#734 · 4,742 sh | 4,742 | $332.3K | — | -1.1% |
| 735 | Optas#735 · 4,698 sh | 4,698 | $329.2K | 0.05% | +1.6% |
| 736 | GHP Investment Advisors#736 · 4,697 sh | 4,697 | $329.1K | — | +4742.3% |
| 737 | Prospera Financial Services#737 · 4,690 sh | 4,690 | $328.7K | <0.01% | -5.9% |
| 738 | PERSONAL CFO SOLUTIONS#738 · 4,609 sh | 4,609 | $323.0K | 0.05% | +0.1% |
| 739 | Ballast#739 · 4,600 sh | 4,600 | $322.3K | — | New |
| 740 | Gradient Capital Advisors#740 · 4,575 sh | 4,575 | $320.6K | — | 0.0% |
| 741 | Hidden Cove Wealth Management#741 · 4,558 sh | 4,558 | $319.4K | — | +10.4% |
| 742 | Clearstead Advisors#742 · 4,551 sh | 4,551 | $318.9K | <0.01% | -42.6% |
| 743 | Mount Yale Investment Advisors#743 · 4,505 sh | 4,505 | $315.7K | <0.01% | -5.0% |
| 744 | CRA Financial Services#744 · 4,505 sh | 4,505 | $315.7K | — | +0.7% |
| 745 | PDS Planning#745 · 4,495 sh | 4,495 | $315.0K | 0.02% | +0.1% |
| 746 | Orion Capital Management#746 · 4,475 sh | 4,475 | $313.6K | 0.10% | 0.0% |
| 747 | LCNB#747 · 4,440 sh | 4,440 | $311.1K | 0.10% | -23.5% |
| 748 | Advyzon Investment Management#748 · 4,437 sh | 4,437 | $310.9K | 0.02% | -0.2% |
| 749 | American#749 · 4,413 sh | 4,413 | $309.2K | 0.02% | -2.0% |
| 750 | Parkside Financial Bank#750 · 4,406 sh | 4,406 | $308.7K | 0.01% | +140.0% |
| 751 | Range Advisory#751 · 4,377 sh | 4,377 | $306.7K | 0.04% | +24.4% |
| 752 | Ipswich Investment Management#752 · 4,374 sh | 4,374 | $306.5K | — | 0.0% |
| 753 | DECISION INVESTMENTS#753 · 4,320 sh | 4,320 | $302.7K | — | -0.5% |
| 754 | TFB Advisors#754 · 4,310 sh | 4,310 | $302.0K | 0.13% | +0.6% |
| 755 | TRUSTMARK NATIONAL BANK DEPARTMENT#755 · 4,278 sh | 4,278 | $299.8K | 0.02% | +4.9% |
| 756 | Catalyst Funds Management Pty Ltd#756 · 4,250 sh | 4,250 | $297.8K | 0.02% | -5.0% |
| 757 | RFG Advisory#757 · 4,222 sh | 4,222 | $295.8K | <0.01% | +0.1% |
| 758 | Ancora Advisors#758 · 4,199 sh | 4,199 | $294.2K | <0.01% | -6.7% |
| 759 | Regal Investment Advisors#759 · 4,191 sh | 4,191 | $293.7K | 0.02% | +0.1% |
| 760 | Pinnacle Wealth Planning Services#760 · 4,183 sh | 4,183 | $293.1K | 0.03% | +3.0% |
| 761 | WESPAC Advisors#761 · 4,172 sh | 4,172 | $292.3K | — | +5.0% |
| 762 | McGlone Suttner Wealth Management#762 · 4,153 sh | 4,153 | $291.0K | — | +0.3% |
| 763 | MAINSAIL ASSET MANAGEMENT#763 · 3,994 sh | 3,994 | $289.1K | — | New |
| 764 | Family Management#764 · 4,104 sh | 4,104 | $287.6K | 0.03% | -1.5% |
| 765 | Advisor OS#765 · 4,101 sh | 4,101 | $287.4K | 0.02% | +2.2% |
| 766 | CAMBIENT FAMILY OFFICE#766 · 4,090 sh | 4,090 | $286.6K | 0.04% | New |
| 767 | GeoWealth Management#767 · 4,071 sh | 4,071 | $285.4K | <0.01% | +18.8% |
| 768 | Herold Advisors#768 · 4,072 sh | 4,072 | $285.0K | — | New |
| 769 | EXCALIBUR MANAGEMENT#769 · 4,065 sh | 4,065 | $284.8K | 0.09% | 0.0% |
| 770 | Symmetry Partners#770 · 4,056 sh | 4,056 | $284.2K | 0.01% | New |
| 771 | ANGELES WEALTH MANAGEMENT#771 · 4,053 sh | 4,053 | $284.0K | — | +0.2% |
| 772 | CIGNA INVESTMENTS#772 · 4,034 sh | 4,034 | $282.0K | — | +2.5% |
| 773 | Independent Advisor Alliance#773 · 4,013 sh | 4,013 | $281.2K | <0.01% | New |
| 774 | EWA#774 · 3,992 sh | 3,992 | $279.7K | 0.05% | +5.3% |
| 775 | Capstone Wealth Management#775 · 3,972 sh | 3,972 | $278.3K | 0.13% | New |
| 776 | MIRABELLA FINANCIAL SERVICES LLP#776 · 3,924 sh | 3,924 | $275.0K | 0.03% | -62.6% |
| 777 | Legacy Advisors#777 · 3,921 sh | 3,921 | $274.7K | — | -6.0% |
| 778 | Valeo Financial Advisors#778 · 3,918 sh | 3,918 | $274.5K | — | +11.0% |
| 779 | Cornerstone Wealth Group#779 · 3,887 sh | 3,887 | $272.4K | 0.02% | +17.2% |
| 780 | Systematic Alpha Investments#780 · 3,860 sh | 3,860 | $270.5K | <0.01% | 0.0% |
| 781 | Bryn Mawr Advisors#781 · 3,825 sh | 3,825 | $268.0K | 0.01% | +0.3% |
| 782 | RICHARDSON FINANCIAL SERVICES#782 · 3,818 sh | 3,818 | $267.5K | 0.15% | -5.4% |
| 783 | Legacy Financial Advisors#783 · 3,815 sh | 3,815 | $267.3K | 0.03% | +14.4% |
| 784 | CHECK CAPITAL MANAGEMENT#784 · 3,800 sh | 3,800 | $266.3K | <0.01% | 0.0% |
| 785 | FULLER & THALER ASSET MANAGEMENT#785 · 3,799 sh | 3,799 | $266.2K | <0.01% | -50.0% |
| 786 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#786 · 3,652 sh | 3,652 | $261.9K | 0.02% | -10.4% |
| 787 | QTR Family Wealth#787 · 3,732 sh | 3,732 | $261.5K | 0.09% | +2.5% |
| 788 | KINGSWOOD WEALTH ADVISORS#788 · 3,723 sh | 3,723 | $260.9K | — | +5.3% |
| 789 | CreativeOne Wealth#789 · 3,696 sh | 3,696 | $259.0K | <0.01% | -20.0% |
| 790 | COMPASS FINANCIAL MANAGEMENT#790 · 3,488 sh | 3,488 | $256.6K | 0.03% | — |
| 791 | Root Financial Partners#791 · 3,661 sh | 3,661 | $256.5K | — | +30.4% |
| 792 | 55 North Private Wealth#792 · 3,660 sh | 3,660 | $256.5K | — | New |
| 793 | Ameritas Investment Partners#793 · 3,653 sh | 3,653 | $256.0K | <0.01% | -4.1% |
| 794 | Forthright Family Wealth Advisory#794 · 3,653 sh | 3,653 | $256.0K | 0.14% | New |
| 795 | Indivisible Partners#795 · 3,625 sh | 3,625 | $254.0K | — | New |
| 796 | Planned Solutions#796 · 3,599 sh | 3,599 | $252.2K | — | +7.3% |
| 797 | Quent Capital#797 · 3,596 sh | 3,596 | $252.0K | 0.02% | +9.0% |
| 798 | ALPS ADVISORS#798 · 3,594 sh | 3,594 | $251.8K | <0.01% | New |
| 799 | Sound View Wealth Advisors Group#799 · 3,550 sh | 3,550 | $248.7K | 0.02% | -2.3% |
| 800 | Prime Capital Investment Advisors#800 · 3,504 sh | 3,504 | $245.5K | — | -3.4% |
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.