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Clark Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Clark Wealth Partners’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 		$4.13K Sell
59
-2
-3% -$129 ﹤0.01% 331
2026
Q1 		$3.66K Sell
61
-4
-6% -$246 ﹤0.01% 377
2025
Q4 		$3.8K Hold
65
– – ﹤0.01% 366
2025
Q3 		$3.8K Buy
65
+43
+195% +$2.14K ﹤0.01% 366
2025
Q2 		$984 Buy
+22
New +$866 ﹤0.01% 436
2025
Q1 		– Sell
-23
Closed -$1.01K – 539
2024
Q4 		$1.01K Buy
+23
New +$1.02K ﹤0.01% 448

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Clark Wealth Partners's CFG Position: Q2 2026 in Review

Clark Wealth Partners reduced its Citizens Financial Group (CFG) stake by 3.3% in Q2 2026, selling an estimated $129 and leaving 59 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Clark Wealth Partners first reported a position in CFG in Q4 2024 and has held it in 6 quarters since. 1,040 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Clark Wealth Partners held 59 shares of Citizens Financial Group worth $4.13K as of Q2 2026.
  • Clark Wealth Partners sold 2 Citizens Financial Group shares in Q2 2026, an estimated $129.
  • Citizens Financial Group made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #331 holding.
  • Clark Wealth Partners first reported a position in Citizens Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.