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Avion Wealth’s Citizens Financial Group CFG Stock Holding History

Avion 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 		$8K Buy
123
+15
+14% +$967 ﹤0.01% 645
2026
Q1 		$6K Hold
108
– – ﹤0.01% 605
2025
Q4 		$6K Sell
108
-5
-4% -$269 ﹤0.01% 607
2025
Q3 		$6K Hold
113
– – ﹤0.01% 596
2025
Q2 		$5K Buy
113
+9
+9% +$354 ﹤0.01% 613
2025
Q1 		$4K Hold
104
– – ﹤0.01% 574
2024
Q4 		$4K Hold
104
– – ﹤0.01% 572
2024
Q3 		$4K Hold
104
– – ﹤0.01% 553
2024
Q2 		$3K Buy
104
+29
+39% +$1.01K ﹤0.01% 546
2024
Q1 		$3K Buy
75
+32
+74% +$1.05K ﹤0.01% 539
2023
Q4 		$1K Sell
43
-19
-31% -$523 ﹤0.01% 717
2023
Q3 		$1K Buy
62
+25
+68% +$715 ﹤0.01% 580
2023
Q2 		$0 Buy
37
+32
+640% +$882 ﹤0.01% 748
2023
Q1 		$0 Buy
+5
New +$196 ﹤0.01% 561

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

Avion Wealth's CFG Position: Q2 2026 in Review

Avion Wealth increased its Citizens Financial Group (CFG) stake by 14% in Q2 2026, buying an estimated $967 and bringing the position to 123 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Avion Wealth first reported a position in CFG in Q1 2023 and has held it in 14 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Avion Wealth held 123 shares of Citizens Financial Group worth $8K as of Q2 2026.
  • Avion Wealth bought 15 Citizens Financial Group shares in Q2 2026, an estimated $967.
  • Citizens Financial Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #645 holding.
  • Avion Wealth first reported a position in Citizens Financial Group in Q1 2023 and has held it in 14 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.