AWM
CFG icon

Axxcess Wealth Management’s Citizens Financial Group CFG Stock Holding History

Axxcess 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
Q1 		– Sell
-4,342
Closed -$254K – 475
2025
Q4 		$254K Buy
4,342
+16
+0.4% +$860 ﹤0.01% 905
2025
Q3 		$230K Buy
+4,326
New +$215K ﹤0.01% 844

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

Axxcess Wealth Management's CFG Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 4,342 shares — an estimated $254K sold.

Axxcess Wealth Management first reported a position in CFG in Q3 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,342 Citizens Financial Group shares in Q1 2026, an estimated $254K.
  • Axxcess Wealth Management first reported a position in Citizens Financial Group in Q3 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Citizens Financial Group position peaked at $254K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.