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Forthright Family Wealth Advisory’s Citizens Financial Group CFG Stock Holding History

Forthright Family Wealth Advisory’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 		$256K Buy
+3,653
New +$236K 0.14% 48
2026
Q1 		– Sell
-3,653
Closed -$213K – 66
2025
Q4 		$213K Buy
+3,653
New +$196K 0.13% 45

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

Forthright Family Wealth Advisory's CFG Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,653 shares worth $256K. The stake represents 0.14% of the portfolio and ranks #48 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in CFG as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in CFG in Q4 2025 and has held it in 2 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Forthright Family Wealth Advisory held 3,653 shares of Citizens Financial Group worth $256K as of Q2 2026.
  • Citizens Financial Group was a new Forthright Family Wealth Advisory position in Q2 2026.
  • Citizens Financial Group made up 0.14% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #48 holding.
  • Forthright Family Wealth Advisory first reported a position in Citizens Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.