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CFG Wealth Management Services’s Citizens Financial Group CFG Stock Holding History

CFG Wealth Management Services’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
Q1 		– Sell
-1,380
Closed -$80.6K – 158
2025
Q4 		$80.6K Buy
+1,380
New +$74.1K 0.07% 75

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CFG Wealth Management Services's CFG Position: Q1 2026 in Review

CFG Wealth Management Services sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 1,380 shares — an estimated $80.6K sold.

CFG Wealth Management Services first reported a position in CFG in Q4 2025 and held it in 1 quarter. The position peaked at $80.6K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • CFG Wealth Management Services reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 1,380 Citizens Financial Group shares in Q1 2026, an estimated $80.6K.
  • CFG Wealth Management Services first reported a position in Citizens Financial Group in Q4 2025 and held it in 1 quarter.
  • CFG Wealth Management Services's Citizens Financial Group position peaked at $80.6K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on CFG Wealth Management Services's 13F filing for Q1 2026, filed 7 May 2026.