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Fourth Dimension Wealth’s Citizens Financial Group CFG Stock Holding History

Fourth Dimension 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 		$455K Buy
6,495
+6,395
+6,395% +$412K 0.14% 107
2026
Q1 		$6K Hold
100
– – ﹤0.01% 460
2025
Q4 		$5.84K Hold
100
– – ﹤0.01% 466
2025
Q3 		$5.32K Hold
100
– – ﹤0.01% 479
2025
Q2 		$4.47K Hold
100
– – ﹤0.01% 497
2025
Q1 		$4.1K Buy
+100
New +$4.46K ﹤0.01% 510

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

Fourth Dimension Wealth's CFG Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Citizens Financial Group (CFG) stake by 6,395% in Q2 2026, buying an estimated $412K and bringing the position to 6,495 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #107.

Fourth Dimension Wealth first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Fourth Dimension Wealth held 6,495 shares of Citizens Financial Group worth $455K as of Q2 2026.
  • Fourth Dimension Wealth bought 6,395 Citizens Financial Group shares in Q2 2026, an estimated $412K.
  • Citizens Financial Group made up 0.14% of Fourth Dimension Wealth's portfolio in Q2 2026, its #107 holding.
  • Fourth Dimension Wealth first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.