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Aventura Private Wealth’s Citizens Financial Group CFG Stock Holding History

Aventura 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 		$1.61K Buy
23
+18
+360% +$1.16K ﹤0.01% 850
2026
Q1 		$300 Hold
5
– – ﹤0.01% 870
2025
Q4 		$292 Buy
+5
New +$269 ﹤0.01% 820

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's CFG Position: Q2 2026 in Review

Aventura Private Wealth increased its Citizens Financial Group (CFG) stake by 360% in Q2 2026, buying an estimated $1.16K and bringing the position to 23 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Aventura Private Wealth first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Aventura Private Wealth held 23 shares of Citizens Financial Group worth $1.61K as of Q2 2026.
  • Aventura Private Wealth bought 18 Citizens Financial Group shares in Q2 2026, an estimated $1.16K.
  • Citizens Financial Group made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #850 holding.
  • Aventura Private Wealth first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.