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

Activest 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 		$38K Buy
542
+3
+0.6% +$193 0.01% 317
2026
Q1 		$32.3K Buy
539
+26
+5% +$1.6K 0.01% 416
2025
Q4 		$30K Buy
513
+504
+5,600% +$27.1K 0.01% 412
2025
Q3 		$478 Buy
9
+6
+200% +$299 ﹤0.01% 965
2025
Q2 		$134 Buy
+3
New +$118 ﹤0.01% 960

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

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

Activest Wealth Management increased its Citizens Financial Group (CFG) stake by 0.56% in Q2 2026, buying an estimated $193 and bringing the position to 542 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #317.

Activest Wealth Management first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Activest Wealth Management held 542 shares of Citizens Financial Group worth $38K as of Q2 2026.
  • Activest Wealth Management bought 3 Citizens Financial Group shares in Q2 2026, an estimated $193.
  • Citizens Financial Group made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Activest Wealth Management first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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