CWG
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Cornerstone Wealth Group’s Citizens Financial Group CFG Stock Holding History

Cornerstone Wealth Group’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 		$272K Buy
3,887
+571
+17% +$36.8K 0.02% 386
2026
Q1 		$217K Buy
+3,316
New +$204K 0.01% 418
2021
Q2 		– Sell
-118,087
Closed -$5.2M – 150
2021
Q1 		$5.2M Sell
118,087
-37,998
-24% -$1.58M 1.06% 18
2020
Q4 		$5.58M Buy
+156,085
New +$4.9M 1.37% 14

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

Cornerstone Wealth Group's CFG Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Citizens Financial Group (CFG) stake by 17% in Q2 2026, buying an estimated $36.8K and bringing the position to 3,887 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #386.

Cornerstone Wealth Group first reported a position in CFG in Q4 2020 and has held it in 4 quarters since. The position peaked at $5.58M in Q4 2020. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cornerstone Wealth Group held 3,887 shares of Citizens Financial Group worth $272K as of Q2 2026.
  • Cornerstone Wealth Group bought 571 Citizens Financial Group shares in Q2 2026, an estimated $36.8K.
  • Citizens Financial Group made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #386 holding.
  • Cornerstone Wealth Group first reported a position in Citizens Financial Group in Q4 2020 and has held it in 4 quarters since.
  • Cornerstone Wealth Group's Citizens Financial Group position peaked at $5.58M in Q4 2020.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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