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44 Wealth Management’s Citizens Financial Group CFG Stock Holding History

44 Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$684K Sell
9,768
-4,570
-32% -$295K 0.23% 116
2026
Q1 		$860K Buy
14,338
+7,278
+103% +$447K 0.3% 108
2025
Q4 		$412K Sell
7,060
-371
-5% -$19.9K 0.14% 154
2025
Q3 		$395K Buy
+7,431
New +$370K 0.13% 159
2023
Q2 		– Sell
-7,566
Closed -$230K – 169
2023
Q1 		$230K Buy
+7,566
New +$296K 0.08% 160

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

44 Wealth Management's CFG Position: Q2 2026 in Review

44 Wealth Management reduced its Citizens Financial Group (CFG) stake by 32% in Q2 2026, selling an estimated $295K and leaving 9,768 shares worth $684K. The position accounts for 0.23% of the portfolio, ranked #116.

44 Wealth Management first reported a position in CFG in Q1 2023 and has held it in 5 quarters since. The position peaked at $860K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • 44 Wealth Management held 9,768 shares of Citizens Financial Group worth $684K as of Q2 2026.
  • 44 Wealth Management sold 4,570 Citizens Financial Group shares in Q2 2026, an estimated $295K.
  • Citizens Financial Group made up 0.23% of 44 Wealth Management's portfolio in Q2 2026, its #116 holding.
  • 44 Wealth Management first reported a position in Citizens Financial Group in Q1 2023 and has held it in 5 quarters since.
  • 44 Wealth Management's Citizens Financial Group position peaked at $860K in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.