Darwin Wealth Management
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Darwin Wealth Management’s Citizens Financial Group CFG Stock Holding History

Darwin Wealth Management’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
Q3 		$8.67K Buy
+136
New +$9.6K ﹤0.01% 668
2020
Q2 		– Sell
-230
Closed -$4K – 247
2020
Q1 		$4K Buy
+230
New +$7.5K ﹤0.01% 609

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Darwin Wealth Management's CFG Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Citizens Financial Group (CFG) in Q3 2026: 136 shares worth $8.67K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in CFG as recently as Q1 2020.

Darwin Wealth Management first reported a position in CFG in Q1 2020 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Darwin Wealth Management held 136 shares of Citizens Financial Group worth $8.67K as of Q3 2026.
  • Citizens Financial Group was a new Darwin Wealth Management position in Q3 2026.
  • Citizens Financial Group made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #668 holding.
  • Darwin Wealth Management first reported a position in Citizens Financial Group in Q1 2020 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.