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

Drive 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
Q1 		$203K Buy
+3,380
New +$208K 0.04% 352

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Drive Wealth Management's CFG Position: Q1 2026 in Review

Drive Wealth Management opened a new position in Citizens Financial Group (CFG) in Q1 2026: 3,380 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #352 among its holdings.

1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Drive Wealth Management held 3,380 shares of Citizens Financial Group worth $203K as of Q1 2026.
  • Citizens Financial Group was a new Drive Wealth Management position in Q1 2026.
  • Citizens Financial Group made up 0.04% of Drive Wealth Management's portfolio in Q1 2026, its #352 holding.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.