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Evoke Wealth’s Citizens Financial Group CFG Stock Holding History

Evoke 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
-10,629
Closed -$637K – 106
2026
Q1 		$637K Buy
10,629
+700
+7% +$43K 0.01% 358
2025
Q4 		$580K Buy
9,929
+1,125
+13% +$60.4K 0.01% 360
2025
Q3 		$468K Buy
8,804
+59
+0.7% +$2.94K 0.01% 373
2025
Q2 		$391K Buy
+8,745
New +$344K 0.01% 395
2022
Q4 		– Sell
-222
Closed -$8K – 494
2022
Q3 		$8K Sell
222
-604
-73% -$22.3K ﹤0.01% 788
2022
Q2 		$29K Buy
826
+365
+79% +$14.4K ﹤0.01% 596
2022
Q1 		$21K Buy
461
+148
+47% +$7.61K ﹤0.01% 648
2021
Q4 		$15K Hold
313
– – ﹤0.01% 723
2021
Q3 		$14K Hold
313
– – ﹤0.01% 691
2021
Q2 		$14K Sell
313
-133
-30% -$6.28K ﹤0.01% 704
2021
Q1 		$20K Buy
446
+119
+36% +$4.95K ﹤0.01% 583
2020
Q4 		$12K Buy
327
+131
+67% +$4.11K ﹤0.01% 551
2020
Q3 		$5K Hold
196
– – ﹤0.01% 656
2020
Q2 		$5K Buy
196
+176
+880% +$3.99K ﹤0.01% 658
2020
Q1 		$376 Sell
20
-333
-94% -$10.9K ﹤0.01% 1044
2019
Q4 		$14.3K Sell
353
-30
-8% -$1.12K ﹤0.01% 664
2019
Q3 		$13.6K Buy
+383
New +$13.4K ﹤0.01% 757

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

Evoke Wealth's CFG Position: Q2 2026 in Review

Evoke Wealth sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 10,629 shares — an estimated $637K sold.

Evoke Wealth first reported a position in CFG in Q3 2019 and held it in 17 quarters. The position peaked at $637K in Q1 2026. 1,097 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Evoke Wealth reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 10,629 Citizens Financial Group shares in Q2 2026, an estimated $637K.
  • Evoke Wealth first reported a position in Citizens Financial Group in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Citizens Financial Group position peaked at $637K in Q1 2026.
  • 1,097 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.