Corient Private Wealth
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Corient Private Wealth’s Citizens Financial Group CFG Stock Holding History

Corient Private 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 		$16.9M Sell
240,566
-8,590
-3% -$554K 0.02% 474
2026
Q1 		$14.8M Buy
249,156
+142,310
+133% +$8.75M 0.02% 485
2025
Q4 		$6.24M Buy
106,846
+14,965
+16% +$804K 0.01% 701
2025
Q3 		$4.88M Sell
91,881
-556
-0.6% -$27.7K 0.01% 721
2025
Q2 		$4.14M Buy
92,437
+2,570
+3% +$101K 0.01% 759
2025
Q1 		$3.68M Buy
89,867
+4,332
+5% +$193K 0.01% 773
2024
Q4 		$3.74M Buy
85,535
+802
+0.9% +$35.5K 0.01% 781
2024
Q3 		$3.48M Sell
84,733
-2,965
-3% -$120K 0.01% 868
2024
Q2 		$3.16M Buy
87,698
+16,154
+23% +$563K 0.01% 849
2024
Q1 		$2.6M Buy
71,544
+1,429
+2% +$46.9K ﹤0.01% 918
2023
Q4 		$2.32M Buy
70,115
+7,800
+13% +$215K ﹤0.01% 935
2023
Q3 		$1.67M Buy
62,315
+12,698
+26% +$363K ﹤0.01% 983
2023
Q2 		$1.33M Sell
49,617
-10,381
-17% -$286K ﹤0.01% 1054
2023
Q1 		$1.82M Buy
59,998
+545
+0.9% +$21.3K ﹤0.01% 874
2022
Q4 		$2.34M Buy
+59,453
New +$2.32M 0.01% 663

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

Corient Private Wealth's CFG Position: Q2 2026 in Review

Corient Private Wealth reduced its Citizens Financial Group (CFG) stake by 3.4% in Q2 2026, selling an estimated $554K and leaving 240,566 shares worth $16.9M. The position accounts for 0.02% of the portfolio, ranked #474.

Corient Private Wealth first reported a position in CFG in Q4 2022 and has held it in 15 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Corient Private Wealth held 240,566 shares of Citizens Financial Group worth $16.9M as of Q2 2026.
  • Corient Private Wealth sold 8,590 Citizens Financial Group shares in Q2 2026, an estimated $554K.
  • Citizens Financial Group made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #474 holding.
  • Corient Private Wealth first reported a position in Citizens Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.