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Atlantic Edge Private Wealth Management’s Citizens Financial Group CFG Stock Holding History

Atlantic Edge Private 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 		$118K Buy
+1,683
New +$109K 0.02% 179

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CFG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management opened a new position in Citizens Financial Group (CFG) in Q2 2026: 1,683 shares worth $118K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings.

375 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,683 shares of Citizens Financial Group worth $118K as of Q2 2026.
  • Citizens Financial Group was a new Atlantic Edge Private Wealth Management position in Q2 2026.
  • Citizens Financial Group made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #179 holding.
  • 375 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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