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Aaron Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Aaron Wealth Advisors’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 		$1.53M Buy
21,830
+1,119
+5% +$72.2K 0.08% 168
2026
Q1 		$1.24M Sell
20,711
-174
-0.8% -$10.7K 0.07% 186
2025
Q4 		$1.22M Buy
20,885
+2,958
+17% +$159K 0.07% 210
2025
Q3 		$953K Buy
17,927
+13,270
+285% +$661K 0.06% 250
2025
Q2 		$208K Sell
4,657
-1,752
-27% -$69K 0.02% 465
2025
Q1 		$263K Buy
6,409
+125
+2% +$5.58K 0.03% 365
2024
Q4 		$275K Buy
6,284
+1,182
+23% +$52.3K 0.03% 341
2024
Q3 		$210K Buy
+5,102
New +$206K 0.03% 402
2022
Q2 		– Sell
-1,660
Closed -$75.2K – 303
2022
Q1 		$75.2K Buy
+1,660
New +$85.3K 0.02% 329

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

Aaron Wealth Advisors's CFG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Citizens Financial Group (CFG) stake by 5.4% in Q2 2026, buying an estimated $72.2K and bringing the position to 21,830 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #168.

Aaron Wealth Advisors first reported a position in CFG in Q1 2022 and has held it in 9 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Aaron Wealth Advisors held 21,830 shares of Citizens Financial Group worth $1.53M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,119 Citizens Financial Group shares in Q2 2026, an estimated $72.2K.
  • Citizens Financial Group made up 0.08% of Aaron Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Aaron Wealth Advisors first reported a position in Citizens Financial Group in Q1 2022 and has held it in 9 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.