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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
Q2 		$6.48M Buy
+92,489
New +$5.96M 0.1% 190
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 $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

Axxcess Wealth Management's CFG Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Citizens Financial Group (CFG) in Q2 2026: 92,489 shares worth $6.48M. The stake represents 0.1% of the portfolio and ranks #190 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CFG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CFG in Q3 2025 and has held it in 3 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Axxcess Wealth Management held 92,489 shares of Citizens Financial Group worth $6.48M as of Q2 2026.
  • Citizens Financial Group was a new Axxcess Wealth Management position in Q2 2026.
  • Citizens Financial Group made up 0.1% of Axxcess Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Axxcess Wealth Management first reported a position in Citizens Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.