AWM
CFG icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return