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Bogart Wealth LLC’s Citizens Financial Group CFG Stock Holding History

Bogart Wealth LLC’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 		$11.3K Buy
161
+41
+34% +$2.64K ﹤0.01% 969
2026
Q1 		$7.2K Buy
120
+24
+25% +$1.48K ﹤0.01% 974
2025
Q4 		$5.61K Sell
96
-12
-11% -$645 ﹤0.01% 971
2025
Q3 		$5.74K Buy
108
+12
+13% +$597 ﹤0.01% 948
2025
Q2 		$4.3K Buy
96
+13
+16% +$512 ﹤0.01% 968
2025
Q1 		$3.4K Hold
83
– – ﹤0.01% 976
2024
Q4 		$3.63K Buy
+83
New +$3.67K ﹤0.01% 962
2023
Q1 		– Sell
-153
Closed -$6.02K – 1122
2022
Q4 		$6.02K Buy
153
+119
+350% +$4.65K ﹤0.01% 632
2022
Q3 		$1K Hold
34
– – ﹤0.01% 877
2022
Q2 		$1K Hold
34
– – ﹤0.01% 821
2022
Q1 		$2K Hold
34
– – ﹤0.01% 665
2021
Q4 		$2K Hold
34
– – ﹤0.01% 642
2021
Q3 		$2K Hold
34
– – ﹤0.01% 623
2021
Q2 		$2K Hold
34
– – ﹤0.01% 589
2021
Q1 		$2K Hold
34
– – ﹤0.01% 544
2020
Q4 		$1K Buy
+34
New +$1.07K ﹤0.01% 426

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

Bogart Wealth LLC's CFG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Citizens Financial Group (CFG) stake by 34% in Q2 2026, buying an estimated $2.64K and bringing the position to 161 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Bogart Wealth LLC first reported a position in CFG in Q4 2020 and has held it in 16 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bogart Wealth LLC held 161 shares of Citizens Financial Group worth $11.3K as of Q2 2026.
  • Bogart Wealth LLC bought 41 Citizens Financial Group shares in Q2 2026, an estimated $2.64K.
  • Citizens Financial Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #969 holding.
  • Bogart Wealth LLC first reported a position in Citizens Financial Group in Q4 2020 and has held it in 16 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.