PWMAI
CFG icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Citizens Financial Group CFG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$72.2K Buy
1,030
+7
+0.7% +$451 0.02% 278
2026
Q1 		$61.4K Sell
1,023
-287
-22% -$17.6K 0.02% 279
2025
Q4 		$76.5K Buy
1,310
+10
+0.8% +$537 0.02% 257
2025
Q3 		$69.1K Sell
1,300
-130
-9% -$6.47K 0.02% 244
2025
Q2 		$64K Buy
1,430
+96
+7% +$3.78K 0.02% 246
2025
Q1 		$54.7K Buy
1,334
+198
+17% +$8.83K 0.02% 256
2024
Q4 		$49.7K Sell
1,136
-71
-6% -$3.14K 0.02% 264
2024
Q3 		$49.6K Sell
1,207
-186
-13% -$7.52K 0.03% 221
2024
Q2 		$50.2K Buy
1,393
+13
+0.9% +$453 0.03% 204
2024
Q1 		$50.1K Sell
1,380
-109
-7% -$3.58K 0.03% 191
2023
Q4 		$49.4K Buy
1,489
+23
+2% +$633 0.03% 177
2023
Q3 		$39.3K Sell
1,466
-112
-7% -$3.2K 0.03% 173
2023
Q2 		$41.2K Buy
+1,578
New +$43.5K 0.03% 171

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CFG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Citizens Financial Group (CFG) stake by 0.68% in Q2 2026, buying an estimated $451 and bringing the position to 1,030 shares worth $72.2K. The position accounts for 0.02% of the portfolio, ranked #278.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $76.5K in Q4 2025. 607 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,030 shares of Citizens Financial Group worth $72.2K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 7 Citizens Financial Group shares in Q2 2026, an estimated $451.
  • Citizens Financial Group made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #278 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Citizens Financial Group in Q2 2023 and has held it in 13 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Citizens Financial Group position peaked at $76.5K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.