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Arkadios Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$380K Buy
6,330
+573
+10% +$35.2K 0.01% 1238
2025
Q4 		$336K Buy
5,757
+319
+6% +$17.1K 0.01% 1192
2025
Q3 		$289K Buy
+5,438
New +$271K 0.01% 1169
2024
Q2 		– Sell
-9,393
Closed -$341K – 869
2024
Q1 		$341K Sell
9,393
-17
-0.2% -$558 0.03% 499
2023
Q4 		$312K Sell
9,410
-726
-7% -$20K 0.03% 515
2023
Q3 		$272K Sell
10,136
-2,085
-17% -$59.6K 0.03% 523
2023
Q2 		$319K Sell
12,221
-683
-5% -$18.8K 0.04% 429
2023
Q1 		$392K Sell
12,904
-66
-0.5% -$2.58K 0.05% 364
2022
Q4 		$511K Sell
12,970
-1,189
-8% -$46.4K 0.07% 276
2022
Q3 		$486K Sell
14,159
-390
-3% -$14.4K 0.07% 276
2022
Q2 		$519K Sell
14,549
-2,465
-14% -$97.3K 0.08% 271
2022
Q1 		$771K Buy
17,014
+1,638
+11% +$84.2K 0.1% 228
2021
Q4 		$727K Buy
15,376
+404
+3% +$19.5K 0.1% 247
2021
Q3 		$703K Buy
14,972
+2,483
+20% +$109K 0.1% 229
2021
Q2 		$572K Buy
12,489
+10,957
+715% +$517K 0.07% 295
2021
Q1 		$67K Buy
1,532
+14
+0.9% +$583 0.01% 616
2020
Q4 		$54K Buy
1,518
+18
+1% +$565 0.01% 540
2020
Q3 		$39.9K Buy
1,500
+1,426
+1,927% +$36.2K 0.02% 452
2020
Q2 		$1.77K Sell
74
-156
-68% -$3.54K ﹤0.01% 876
2020
Q1 		$4.33K Buy
230
+8
+4% +$261 ﹤0.01% 813
2019
Q4 		$8.65K Buy
+222
New +$8.31K 0.01% 616

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Arkadios Wealth Advisors's CFG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Citizens Financial Group (CFG) stake by 10% in Q1 2026, buying an estimated $35.2K and bringing the position to 6,330 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1238.

Arkadios Wealth Advisors first reported a position in CFG in Q4 2019 and has held it in 21 quarters since. The position peaked at $771K in Q1 2022. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Arkadios Wealth Advisors held 6,330 shares of Citizens Financial Group worth $380K as of Q1 2026.
  • Arkadios Wealth Advisors bought 573 Citizens Financial Group shares in Q1 2026, an estimated $35.2K.
  • Citizens Financial Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1238 holding.
  • Arkadios Wealth Advisors first reported a position in Citizens Financial Group in Q4 2019 and has held it in 21 quarters since.
  • Arkadios Wealth Advisors's Citizens Financial Group position peaked at $771K in Q1 2022.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.