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

Focus Partners 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 		$11.3M Sell
161,298
-40,196
-20% -$2.59M 0.01% 681
2026
Q1 		$12.1M Buy
201,494
+17,810
+10% +$1.09M 0.01% 657
2025
Q4 		$10.7M Buy
183,684
+146,354
+392% +$7.86M 0.01% 678
2025
Q3 		$1.99M Buy
37,330
+12,822
+52% +$638K ﹤0.01% 1014
2025
Q2 		$1.1M Sell
24,508
-1,431
-6% -$56.3K ﹤0.01% 1106
2025
Q1 		$1.06M Sell
25,939
-86
-0.3% -$3.84K ﹤0.01% 1049
2024
Q4 		$1.14M Buy
26,025
+4,420
+20% +$195K ﹤0.01% 1014
2024
Q3 		$887K Buy
+21,605
New +$873K ﹤0.01% 972

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

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

Focus Partners Wealth reduced its Citizens Financial Group (CFG) stake by 20% in Q2 2026, selling an estimated $2.59M and leaving 161,298 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #681.

Focus Partners Wealth first reported a position in CFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.1M in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Focus Partners Wealth held 161,298 shares of Citizens Financial Group worth $11.3M as of Q2 2026.
  • Focus Partners Wealth sold 40,196 Citizens Financial Group shares in Q2 2026, an estimated $2.59M.
  • Citizens Financial Group made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #681 holding.
  • Focus Partners Wealth first reported a position in Citizens Financial Group in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Citizens Financial Group position peaked at $12.1M in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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