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

Curated 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	$305K	Buy	+29,228	New	+$1.88M	0.04%	408

Other funds holding CFG

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Curated Wealth Partners opened a new position in Citizens Financial Group (CFG) in Q2 2026: 29,228 shares worth $305K. The stake represents 0.04% of the portfolio and ranks #408 among its holdings.

344 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Curated Wealth Partners held 29,228 shares of Citizens Financial Group worth $305K as of Q2 2026.
Citizens Financial Group was a new Curated Wealth Partners position in Q2 2026.
Citizens Financial Group made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #408 holding.
344 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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