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Drucker Wealth 3.0’s Citizens Financial Group CFG Stock Holding History

Drucker Wealth 3.0’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 		$342K Buy
4,877
+33
+0.7% +$2.13K 0.05% 212
2026
Q1 		$291K Buy
4,844
+28
+0.6% +$1.72K 0.05% 211
2025
Q4 		$281K Sell
4,816
-57
-1% -$3.06K 0.05% 214
2025
Q3 		$259K Buy
4,873
+125
+3% +$6.22K 0.05% 220
2025
Q2 		$225K Buy
+4,748
New +$187K 0.04% 213
2025
Q1 		– Sell
-4,704
Closed -$206K – 155
2024
Q4 		$206K Buy
+4,704
New +$208K 0.05% 141

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

Drucker Wealth 3.0's CFG Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Citizens Financial Group (CFG) stake by 0.68% in Q2 2026, buying an estimated $2.13K and bringing the position to 4,877 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #212.

Drucker Wealth 3.0 first reported a position in CFG in Q4 2024 and has held it in 6 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Drucker Wealth 3.0 held 4,877 shares of Citizens Financial Group worth $342K as of Q2 2026.
  • Drucker Wealth 3.0 bought 33 Citizens Financial Group shares in Q2 2026, an estimated $2.13K.
  • Citizens Financial Group made up 0.05% of Drucker Wealth 3.0's portfolio in Q2 2026, its #212 holding.
  • Drucker Wealth 3.0 first reported a position in Citizens Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.