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CreativeOne Wealth’s Citizens Financial Group CFG Stock Holding History

CreativeOne 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 		$259K Sell
3,696
-922
-20% -$59.5K 0.01% 1065
2026
Q1 		$277K Sell
4,618
-231
-5% -$14.2K 0.01% 1001
2025
Q4 		$283K Buy
4,849
+981
+25% +$52.7K 0.01% 973
2025
Q3 		$206K Buy
+3,868
New +$193K 0.01% 1095
2024
Q4 		– Sell
-5,532
Closed -$227K – 1069
2024
Q3 		$227K Buy
+5,532
New +$224K 0.01% 869

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

CreativeOne Wealth's CFG Position: Q2 2026 in Review

CreativeOne Wealth reduced its Citizens Financial Group (CFG) stake by 20% in Q2 2026, selling an estimated $59.5K and leaving 3,696 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #1065.

CreativeOne Wealth first reported a position in CFG in Q3 2024 and has held it in 5 quarters since. The position peaked at $283K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • CreativeOne Wealth held 3,696 shares of Citizens Financial Group worth $259K as of Q2 2026.
  • CreativeOne Wealth sold 922 Citizens Financial Group shares in Q2 2026, an estimated $59.5K.
  • Citizens Financial Group made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1065 holding.
  • CreativeOne Wealth first reported a position in Citizens Financial Group in Q3 2024 and has held it in 5 quarters since.
  • CreativeOne Wealth's Citizens Financial Group position peaked at $283K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.