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Ashton Thomas Private Wealth’s Citizens Financial Group CFG Stock Holding History

Ashton Thomas Private Wealth’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 		$391K Buy
5,584
+1,886
+51% +$122K 0.01% 875
2026
Q1 		$222K Buy
+3,698
New +$227K 0.01% 991
2024
Q3 		– Sell
-607
Closed -$21.9K – 826
2024
Q2 		$21.9K Buy
+607
New +$21.2K ﹤0.01% 1138

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

Ashton Thomas Private Wealth's CFG Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Citizens Financial Group (CFG) stake by 51% in Q2 2026, buying an estimated $122K and bringing the position to 5,584 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #875.

Ashton Thomas Private Wealth first reported a position in CFG in Q2 2024 and has held it in 3 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Ashton Thomas Private Wealth held 5,584 shares of Citizens Financial Group worth $391K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 1,886 Citizens Financial Group shares in Q2 2026, an estimated $122K.
  • Citizens Financial Group made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #875 holding.
  • Ashton Thomas Private Wealth first reported a position in Citizens Financial Group in Q2 2024 and has held it in 3 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.