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BXM Wealth’s Citizens Financial Group CFG Stock Holding History

BXM 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 		$410K Buy
+5,845
New +$377K 0.22% 103
2025
Q4 		– Sell
-5,845
Closed -$311K – 141
2025
Q3 		$311K Buy
+5,845
New +$291K 0.29% 92

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

BXM Wealth's CFG Position: Q2 2026 in Review

BXM Wealth opened a new position in Citizens Financial Group (CFG) in Q2 2026: 5,845 shares worth $410K. The stake represents 0.22% of the portfolio and ranks #103 among its holdings. This is a return to the name: BXM Wealth previously reported a position in CFG as recently as Q3 2025.

BXM Wealth first reported a position in CFG in Q3 2025 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • BXM Wealth held 5,845 shares of Citizens Financial Group worth $410K as of Q2 2026.
  • Citizens Financial Group was a new BXM Wealth position in Q2 2026.
  • Citizens Financial Group made up 0.22% of BXM Wealth's portfolio in Q2 2026, its #103 holding.
  • BXM Wealth first reported a position in Citizens Financial Group in Q3 2025 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.