Beaird Harris Wealth Management’s Citizens Financial Group CFG Stock Holding History

Beaird Harris 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	$3.64K	Hold	52	–	–	﹤0.01%	474
2026 Q1	$3.12K	Hold	52	–	–	﹤0.01%	456
2025 Q4	$3.04K	Hold	52	–	–	﹤0.01%	492
2025 Q3	$2.77K	Hold	52	–	–	﹤0.01%	485
2025 Q2	$2.33K	Buy	+52	New	+$2.05K	﹤0.01%	484
2025 Q1	–	Sell	-54	Closed	-$2.36K	–	512
2024 Q4	$2.36K	Hold	54	–	–	﹤0.01%	420
2024 Q3	$2.22K	Hold	54	–	–	﹤0.01%	428
2024 Q2	$1.95K	Hold	54	–	–	﹤0.01%	536
2024 Q1	$1.96K	Sell	54 -86	-61%	-$2.82K	﹤0.01%	473
2023 Q4	$4.64K	Buy	+140	New	+$3.85K	﹤0.01%	391
2023 Q1	–	Sell	-73	Closed	-$2.87K	–	528
2022 Q4	$2.87K	Buy	+73	New	+$2.85K	﹤0.01%	518

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Beaird Harris Wealth Management's CFG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 52 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Beaird Harris Wealth Management first reported a position in CFG in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.64K in Q4 2023. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Beaird Harris Wealth Management held 52 shares of Citizens Financial Group worth $3.64K as of Q2 2026.
Beaird Harris Wealth Management left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #474 holding.
Beaird Harris Wealth Management first reported a position in Citizens Financial Group in Q4 2022 and has held it in 11 quarters since.
Beaird Harris Wealth Management's Citizens Financial Group position peaked at $4.64K in Q4 2023.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.