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

Ariadne 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 		$237K Buy
3,713
+526
+17% +$37K 0.1% 220
2026
Q2 		$223K Buy
+3,187
New +$206K 0.1% 221
2026
Q1 		– Sell
-3,115
Closed -$203K – 254
2025
Q4 		$203K Buy
+3,115
New +$167K 0.08% 245
2025
Q1 		– Sell
-6,334
Closed -$303K – 214
2024
Q4 		$303K Buy
6,334
+49
+0.8% +$2.17K 0.14% 145
2024
Q3 		$292K Buy
+6,285
New +$254K 0.16% 134

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

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

Ariadne Wealth Management increased its Citizens Financial Group (CFG) stake by 17% in Q3 2026, buying an estimated $37K and bringing the position to 3,713 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #220.

Ariadne Wealth Management first reported a position in CFG in Q3 2024 and has held it in 5 quarters since. The position peaked at $303K in Q4 2024. 679 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Ariadne Wealth Management held 3,713 shares of Citizens Financial Group worth $237K as of Q3 2026.
  • Ariadne Wealth Management bought 526 Citizens Financial Group shares in Q3 2026, an estimated $37K.
  • Citizens Financial Group made up 0.1% of Ariadne Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Ariadne Wealth Management first reported a position in Citizens Financial Group in Q3 2024 and has held it in 5 quarters since.
  • Ariadne Wealth Management's Citizens Financial Group position peaked at $303K in Q4 2024.
  • 679 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.