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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
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

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

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

Apollon Wealth Management increased its Citizens Financial Group (CFG) stake by 13% in Q2 2026, buying an estimated $252K and bringing the position to 33,038 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #457.

Apollon Wealth Management first reported a position in CFG in Q2 2020 and has held it in 17 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Apollon Wealth Management held 33,038 shares of Citizens Financial Group worth $2.31M as of Q2 2026.
  • Apollon Wealth Management bought 3,914 Citizens Financial Group shares in Q2 2026, an estimated $252K.
  • Citizens Financial Group made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #457 holding.
  • Apollon Wealth Management first reported a position in Citizens Financial Group in Q2 2020 and has held it in 17 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.