AWM
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Accurate Wealth Management’s Citizens Financial Group CFG Stock Holding History

Accurate 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 		$793K Buy
11,273
+2,107
+23% +$136K 0.08% 258
2026
Q1 		$588K Buy
9,166
+1,374
+18% +$84.4K 0.07% 280
2025
Q4 		$472K Buy
7,792
+624
+9% +$33.5K 0.06% 313
2025
Q3 		$371K Buy
7,168
+1,001
+16% +$49.8K 0.05% 354
2025
Q2 		$295K Buy
6,167
+45
+0.7% +$1.77K 0.05% 358
2025
Q1 		$213K Buy
6,122
+667
+12% +$29.8K 0.04% 354
2024
Q4 		$236K Buy
5,455
+278
+5% +$12.3K 0.05% 335
2024
Q3 		$225K Sell
5,177
-196
-4% -$7.92K 0.05% 344
2024
Q2 		$208K Buy
+5,373
New +$187K 0.05% 317
2023
Q1 		– Sell
-2,016
Closed -$83.2K – 437
2022
Q4 		$83.2K Buy
+2,016
New +$78.7K 0.03% 343

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

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

Accurate Wealth Management increased its Citizens Financial Group (CFG) stake by 23% in Q2 2026, buying an estimated $136K and bringing the position to 11,273 shares worth $793K. The position accounts for 0.08% of the portfolio, ranked #258.

Accurate Wealth Management first reported a position in CFG in Q4 2022 and has held it in 10 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Accurate Wealth Management held 11,273 shares of Citizens Financial Group worth $793K as of Q2 2026.
  • Accurate Wealth Management bought 2,107 Citizens Financial Group shares in Q2 2026, an estimated $136K.
  • Citizens Financial Group made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Accurate Wealth Management first reported a position in Citizens Financial Group in Q4 2022 and has held it in 10 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.