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Cassaday & Co Wealth Management’s Citizens Financial Group CFG Stock Holding History

Cassaday & Co 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 		$1.61K Buy
23
+19
+475% +$1.23K ﹤0.01% 1043
2026
Q1 		$240 Buy
+4
New +$246 ﹤0.01% 1253

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

Cassaday & Co Wealth Management's CFG Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Citizens Financial Group (CFG) stake by 475% in Q2 2026, buying an estimated $1.23K and bringing the position to 23 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Cassaday & Co Wealth Management first reported a position in CFG in Q1 2026 and has held it in 2 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cassaday & Co Wealth Management held 23 shares of Citizens Financial Group worth $1.61K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 19 Citizens Financial Group shares in Q2 2026, an estimated $1.23K.
  • Citizens Financial Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1043 holding.
  • Cassaday & Co Wealth Management first reported a position in Citizens Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.