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Evolve Private Wealth’s Citizens Financial Group CFG Stock Holding History

Evolve Private 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 		$856K Sell
12,217
-6,552
-35% -$422K 0.05% 326
2026
Q1 		$1.13M Buy
18,769
+1,329
+8% +$81.7K 0.06% 302
2025
Q4 		$1.02M Buy
+17,440
New +$937K 0.06% 293

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's CFG Position: Q2 2026 in Review

Evolve Private Wealth reduced its Citizens Financial Group (CFG) stake by 35% in Q2 2026, selling an estimated $422K and leaving 12,217 shares worth $856K. The position accounts for 0.05% of the portfolio, ranked #326.

Evolve Private Wealth first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2026. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Evolve Private Wealth held 12,217 shares of Citizens Financial Group worth $856K as of Q2 2026.
  • Evolve Private Wealth sold 6,552 Citizens Financial Group shares in Q2 2026, an estimated $422K.
  • Citizens Financial Group made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #326 holding.
  • Evolve Private Wealth first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Citizens Financial Group position peaked at $1.13M in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.