Curio Wealth’s Citizens Financial Group CFG Stock Holding History

Curio 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	–	Sell	-4	Closed	-$240	–	264
2026 Q1	$240	Buy	+4	New	+$246	﹤0.01%	709

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Curio Wealth's CFG Position: Q2 2026 in Review

Curio Wealth sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 4 shares — an estimated $240 sold.

Curio Wealth first reported a position in CFG in Q1 2026 and held it in 1 quarter. The position peaked at $240 in Q1 2026. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Curio Wealth reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 4 Citizens Financial Group shares in Q2 2026, an estimated $240.
Curio Wealth first reported a position in Citizens Financial Group in Q1 2026 and held it in 1 quarter.
Curio Wealth's Citizens Financial Group position peaked at $240 in Q1 2026.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.