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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
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

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

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

Ariadne Wealth Management opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,187 shares worth $223K. The stake represents 0.1% of the portfolio and ranks #221 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in CFG as recently as Q4 2025.

Ariadne Wealth Management first reported a position in CFG in Q3 2024 and has held it in 4 quarters since. The position peaked at $303K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Ariadne Wealth Management held 3,187 shares of Citizens Financial Group worth $223K as of Q2 2026.
  • Citizens Financial Group was a new Ariadne Wealth Management position in Q2 2026.
  • Citizens Financial Group made up 0.1% of Ariadne Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Ariadne Wealth Management first reported a position in Citizens Financial Group in Q3 2024 and has held it in 4 quarters since.
  • Ariadne Wealth Management's Citizens Financial Group position peaked at $303K in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.