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Flatrock Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Flatrock Wealth Partners’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 		$202K Buy
+2,885
New +$186K 0.08% 165

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

Flatrock Wealth Partners's CFG Position: Q2 2026 in Review

Flatrock Wealth Partners opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2,885 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #165 among its holdings.

1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Flatrock Wealth Partners held 2,885 shares of Citizens Financial Group worth $202K as of Q2 2026.
  • Citizens Financial Group was a new Flatrock Wealth Partners position in Q2 2026.
  • Citizens Financial Group made up 0.08% of Flatrock Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • 1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.