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

Apollon 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
Q3 		$1.83M Sell
28,765
-4,273
-13% -$301K 0.02% 520
2026
Q2 		$2.31M Buy
33,038
+3,914
+13% +$252K 0.03% 457
2026
Q1 		$1.75M Buy
29,124
+3,171
+12% +$195K 0.03% 429
2025
Q4 		$1.52M Buy
25,953
+6,439
+33% +$346K 0.03% 441
2025
Q3 		$1.04M Buy
19,514
+2,788
+17% +$139K 0.02% 556
2025
Q2 		$749K Sell
16,726
-3,778
-18% -$149K 0.01% 638
2025
Q1 		$840K Sell
20,504
-1,294
-6% -$57.7K 0.02% 561
2024
Q4 		$954K Sell
21,798
-375
-2% -$16.6K 0.02% 532
2024
Q3 		$911K Buy
22,173
+6,989
+46% +$282K 0.03% 523
2024
Q2 		$547K Sell
15,184
-3,206
-17% -$112K 0.02% 643
2024
Q1 		$667K Buy
18,390
+8,866
+93% +$291K 0.02% 593
2023
Q4 		$316K Buy
+9,524
New +$262K 0.01% 822
2023
Q2 		– Sell
-6,900
Closed -$210K – 949
2023
Q1 		$210K Sell
6,900
-369
-5% -$14.5K 0.01% 780
2022
Q4 		$286K Buy
+7,269
New +$284K 0.02% 674
2022
Q3 		– Sell
-5,974
Closed -$213K – 820
2022
Q2 		$213K Sell
5,974
-801
-12% -$31.6K 0.02% 662
2022
Q1 		$307K Buy
6,775
+2,056
+44% +$106K 0.02% 586
2021
Q4 		$223K Buy
+4,719
New +$227K 0.02% 669
2020
Q3 		– Sell
-104
Closed -$3K – 238
2020
Q2 		$3K Buy
+104
New +$2.36K ﹤0.01% 595

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Apollon Wealth Management's CFG Position: Q3 2026 in Review

Apollon Wealth Management reduced its Citizens Financial Group (CFG) stake by 13% in Q3 2026, selling an estimated $301K and leaving 28,765 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #520.

Apollon Wealth Management first reported a position in CFG in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.31M in Q2 2026. 679 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Apollon Wealth Management held 28,765 shares of Citizens Financial Group worth $1.83M as of Q3 2026.
  • Apollon Wealth Management sold 4,273 Citizens Financial Group shares in Q3 2026, an estimated $301K.
  • Citizens Financial Group made up 0.02% of Apollon Wealth Management's portfolio in Q3 2026, its #520 holding.
  • Apollon Wealth Management first reported a position in Citizens Financial Group in Q2 2020 and has held it in 18 quarters since.
  • Apollon Wealth Management's Citizens Financial Group position peaked at $2.31M in Q2 2026.
  • 679 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.