CITIZENS FINANCIAL GROUP INC/RI (CFG) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,104
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | NLB Skladi, upravljanje premozenja, d.o.o.#801 · 3,500 sh | 3,500 | $245.2K | — | 0.0% |
| 802 | S#802 · 3,500 sh | 3,500 | $245.0K | 0.01% | 0.0% |
| 803 | Ignite Planners#803 · 3,477 sh | 3,477 | $243.8K | — | New |
| 804 | SmartHarvest Portfolios#804 · 3,471 sh | 3,471 | $243.2K | — | New |
| 805 | Fielder Capital Group#805 · 3,404 sh | 3,404 | $238.5K | 0.05% | +1.1% |
| 806 | Snowden Capital Advisors#806 · 3,398 sh | 3,398 | $238.1K | <0.01% | -8.3% |
| 807 | Virtue Capital Management#807 · 3,385 sh | 3,385 | $237.2K | 0.03% | New |
| 808 | J.W. COLE ADVISORS#808 · 3,343 sh | 3,343 | $234.2K | <0.01% | New |
| 809 | Dorsey & Whitney#809 · 3,331 sh | 3,331 | $233.4K | 0.01% | -0.3% |
| 810 | CATALYST FINANCIAL PARTNERS#810 · 3,311 sh | 3,311 | $232.0K | 0.02% | New |
| 811 | MONETA GROUP INVESTMENT ADVISORS#811 · 3,302 sh | 3,302 | $231.4K | <0.01% | -2.4% |
| 812 | Strategic Blueprint#812 · 3,276 sh | 3,276 | $229.5K | — | New |
| 813 | Challenger Wealth Management#813 · 3,268 sh | 3,268 | $229.0K | 0.17% | New |
| 814 | RIVERSEDGE ADVISORS#814 · 3,242 sh | 3,242 | $227.2K | — | New |
| 815 | TRAPHAGEN INVESTMENT ADVISORS#815 · 3,211 sh | 3,211 | $225.0K | — | -6.0% |
| 816 | KENNEDY CAPITAL MANAGEMENT#816 · 3,210 sh | 3,210 | $224.9K | <0.01% | -5.8% |
| 817 | Livforsakringsbolaget Skandia, Omsesidigt#817 · 3,200 sh | 3,200 | $224.2K | — | 0.0% |
| 818 | Vestmark Advisory Solutions#818 · 3,195 sh | 3,195 | $223.9K | <0.01% | -6.9% |
| 819 | Virtus Wealth Solutions#819 · 3,190 sh | 3,190 | $223.5K | 0.03% | -49.5% |
| 820 | Ariadne Wealth Management#820 · 3,187 sh | 3,187 | $223.3K | 0.10% | New |
| 821 | Diversify Advisory Services#821 · 3,135 sh | 3,135 | $222.9K | — | New |
| 822 | DIVERSIFY WEALTH MANAGEMENT#822 · 3,135 sh | 3,135 | $222.9K | — | +0.7% |
| 823 | KNIGHTSBRIDGE ASSET MANAGEMENT#823 · 3,810 sh | 3,810 | $222.5K | 0.03% | -12.4% |
| 824 | Partners in Financial Planning#824 · 3,175 sh | 3,175 | $222.5K | 0.03% | New |
| 825 | Moss Adams Wealth Advisors#825 · 3,168 sh | 3,168 | $222.0K | 0.01% | New |
| 826 | Stewardship Advisors#826 · 3,166 sh | 3,166 | $221.8K | — | New |
| 827 | Ausdal Financial Partners#827 · 3,164 sh | 3,164 | $221.7K | <0.01% | New |
| 828 | Gryphon Financial Partners#828 · 3,123 sh | 3,123 | $218.8K | 0.02% | New |
| 829 | Harvest Investment Services#829 · 3,104 sh | 3,104 | $217.5K | 0.03% | New |
| 830 | MJP ASSOCIATES#830 · 3,082 sh | 3,082 | $216.0K | 0.02% | New |
| 831 | State of Wyoming#831 · 3,076 sh | 3,076 | $215.5K | 0.02% | -35.6% |
| 832 | BLALOCK WILLIAMS#832 · 3,072 sh | 3,072 | $215.3K | 0.14% | New |
| 833 | BEACON INVESTMENT ADVISORY SERVICES#833 · 3,060 sh | 3,060 | $214.4K | — | 0.0% |
| 834 | LEVEL FOUR ADVISORY SERVICES#834 · 3,042 sh | 3,042 | $213.2K | <0.01% | New |
| 835 | EVERPAR ADVISORS#835 · 3,007 sh | 3,007 | $210.7K | 0.06% | New |
| 836 | IBEX WEALTH ADVISORS#836 · 2,999 sh | 2,999 | $210.1K | 0.02% | New |
| 837 | Platform Technology Partners#837 · 2,998 sh | 2,998 | $210.1K | 0.03% | New |
| 838 | BRADLEY FOSTER & SARGENT#838 · 2,997 sh | 2,997 | $210.0K | <0.01% | New |
| 839 | BOYAR ASSET MANAGEMENT#839 · 2,992 sh | 2,992 | $209.6K | 0.12% | New |
| 840 | Signal Advisors Wealth#840 · 2,985 sh | 2,985 | $209.2K | — | -32.3% |
| 841 | Investment Research Partners#841 · 2,982 sh | 2,982 | $208.9K | — | New |
| 842 | FIRST CITIZENS BANK#842 · 2,982 sh | 2,982 | $208.9K | — | New |
| 843 | FAS Wealth Partners#843 · 2,966 sh | 2,966 | $207.8K | 0.01% | New |
| 844 | Mayflower Financial Advisors#844 · 2,955 sh | 2,955 | $207.1K | 0.02% | New |
| 845 | Turtle Creek Wealth Advisors#845 · 2,953 sh | 2,953 | $206.9K | — | New |
| 846 | OneAscent Financial Services#846 · 2,944 sh | 2,944 | $206.3K | <0.01% | New |
| 847 | PFG Investments#847 · 2,941 sh | 2,941 | $206.1K | <0.01% | New |
| 848 | WEDBUSH SECURITIES#848 · 2,933 sh | 2,933 | $206.0K | — | New |
| 849 | Edgemoor Investment Advisors#849 · 2,939 sh | 2,939 | $205.9K | 0.01% | New |
| 850 | GUARDIAN WEALTH ADVISORS, / NC#850 · 2,896 sh | 2,896 | $202.9K | 0.01% | New |
| 851 | Flatrock Wealth Partners#851 · 2,885 sh | 2,885 | $202.1K | 0.08% | New |
| 852 | SUMMIT WEALTH GROUP#852 · 2,885 sh | 2,885 | $202.1K | 0.02% | New |
| 853 | GTS SECURITIES#853 · 2,857 sh | 2,857 | $200.2K | <0.01% | -72.2% |
| 854 | MCGUIRE CAPITAL ADVISORS#854 · 2,846 sh | 2,846 | $199.4K | 0.11% | +58.9% |
| 855 | Venturi Wealth Management#855 · 2,839 sh | 2,839 | $198.9K | <0.01% | New |
| 856 | Raleigh Capital Management#856 · 2,762 sh | 2,762 | $193.5K | 0.06% | 0.0% |
| 857 | CARY STREET PARTNERS INVESTMENT ADVISORY#857 · 2,698 sh | 2,698 | $189.0K | 0.04% | -49.9% |
| 858 | Strive Financial Group#858 · 2,195 sh | 2,195 | $153.8K | 0.07% | +713.0% |
| 859 | ARMSTRONG ADVISORY GROUP#859 · 2,138 sh | 2,138 | $149.8K | — | 0.0% |
| 860 | CULLEN/FROST BANKERS#860 · 2,136 sh | 2,136 | $149.6K | <0.01% | -21.5% |
| 861 | MassMutual Private Wealth & , FSB#861 · 2,095 sh | 2,095 | $146.8K | — | -6.2% |
| 862 | Key Capital Management#862 · 2,062 sh | 2,062 | $144.5K | 0.07% | -18.7% |
| 863 | LRI Investments#863 · 2,041 sh | 2,041 | $143.0K | 0.01% | +1.2% |
| 864 | Hamilton Capital Partners#864 · 2,038 sh | 2,038 | $142.8K | <0.01% | -32.4% |
| 865 | HARBOUR INVESTMENTS#865 · 2,035 sh | 2,035 | $142.6K | <0.01% | +9.9% |
| 866 | Corsicana#866 · 2,000 sh | 2,000 | $140.1K | 0.07% | 0.0% |
| 867 | Ronald Blue#867 · 1,962 sh | 1,962 | $137.5K | — | -2.3% |
| 868 | PARADIGM ASSET MANAGEMENT#868 · 1,900 sh | 1,900 | $133.1K | 0.03% | -91.9% |
| 869 | CVA Family Office#869 · 1,889 sh | 1,889 | $132.4K | 0.01% | +4.2% |
| 870 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#870 · 1,843 sh | 1,843 | $129.1K | <0.01% | +9.8% |
| 871 | Oslo Pensjonsforsikring AS#871 · 1,828 sh | 1,828 | $128.1K | — | +134.4% |
| 872 | FIRST FINANCIAL#872 · 1,800 sh | 1,800 | $126.1K | — | 0.0% |
| 873 | Johnson Financial Group#873 · 1,778 sh | 1,778 | $124.6K | <0.01% | -5.1% |
| 874 | Deseret Mutual Benefit Administrators#874 · 1,764 sh | 1,764 | $123.6K | 0.04% | -15.9% |
| 875 | REAP Financial Group#875 · 1,758 sh | 1,758 | $123.2K | 0.02% | +0.5% |
| 876 | Atlantic Edge Private Wealth Management#876 · 1,683 sh | 1,683 | $117.9K | — | New |
| 877 | Cromwell#877 · 1,570 sh | 1,570 | $110.0K | 0.05% | +3.8% |
| 878 | PRIVATE NA#878 · 1,562 sh | 1,562 | $109.4K | — | -1.4% |
| 879 | Compagnie Lombard Odier SCmA#879 · 1,500 sh | 1,500 | $105.1K | <0.01% | New |
| 880 | Basecamp Wealth Advisors#880 · 1,440 sh | 1,440 | $100.9K | 0.02% | +5.2% |
| 881 | SJS Investment Consulting#881 · 1,436 sh | 1,436 | $100.6K | — | +3.5% |
| 882 | EXCHANGE TRADED CONCEPTS#882 · 1,378 sh | 1,378 | $96.6K | <0.01% | +1.3% |
| 883 | Gen-Wealth Partners#883 · 1,369 sh | 1,369 | $95.9K | 0.03% | -3.7% |
| 884 | True Wealth Design#884 · 1,329 sh | 1,329 | $93.1K | — | +80.3% |
| 885 | Wealth Enhancement Services#885 · 1,325 sh | 1,325 | $92.8K | — | +41.7% |
| 886 | AMERIFLEX GROUP#886 · 1,293 sh | 1,293 | $90.6K | 0.04% | +11.4% |
| 887 | ACTION POINT FINANCIAL PLANNING#887 · 1,268 sh | 1,268 | $88.6K | <0.01% | New |
| 888 | Manchester Capital Management#888 · 1,204 sh | 1,204 | $84.4K | — | -0.7% |
| 889 | DELTA ASSET MANAGEMENT#889 · 1,198 sh | 1,198 | $83.9K | <0.01% | 0.0% |
| 890 | Timbuktu Capital Management#890 · 1,163 sh | 1,163 | $81.5K | 0.12% | — |
| 891 | ONEFUND#891 · 1,153 sh | 1,153 | $80.8K | 0.05% | -2.4% |
| 892 | SALEM INVESTMENT COUNSELORS#892 · 1,135 sh | 1,135 | $79.5K | — | 0.0% |
| 893 | Synergy Investment Management#893 · 1,098 sh | 1,098 | $78.0K | 0.02% | +268.5% |
| 894 | SBI Securities , Ltd.#894 · 1,084 sh | 1,084 | $76.0K | — | +11.3% |
| 895 | Owl Creek Wealth Partners#895 · 1,077 sh | 1,077 | $75.5K | — | +1.4% |
| 896 | Markowski Investments#896 · 1,048 sh | 1,048 | $73.4K | 0.02% | — |
| 897 | OF VERMONT#897 · 1,033 sh | 1,033 | $72.4K | — | — |
| 898 | PENSION & WEALTH MANAGEMENT ADVISORS#898 · 1,030 sh | 1,030 | $72.2K | — | +0.7% |
| 899 | First Command Advisory Services#899 · 2,583 sh | 2,583 | $71.9K | <0.01% | +237.6% |
| 900 | CENTRAL#900 · 934 sh | 934 | $65.4K | <0.01% | +1.5% |
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.