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GeoWealth Management’s Citizens Financial Group CFG Stock Holding History

GeoWealth Management’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 		$285K Buy
4,071
+644
+19% +$41.5K 0.01% 675
2026
Q1 		$206K Buy
+3,427
New +$211K 0.01% 716
2025
Q3 		– Sell
-2,019
Closed -$90.4K – 835
2025
Q2 		$90.4K Sell
2,019
-61
-3% -$2.4K ﹤0.01% 835
2025
Q1 		$85.2K Sell
2,080
-578
-22% -$25.8K ﹤0.01% 818
2024
Q4 		$116K Sell
2,658
-668
-20% -$29.5K ﹤0.01% 924
2024
Q3 		$137K Buy
+3,326
New +$134K ﹤0.01% 821

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

GeoWealth Management's CFG Position: Q2 2026 in Review

GeoWealth Management increased its Citizens Financial Group (CFG) stake by 19% in Q2 2026, buying an estimated $41.5K and bringing the position to 4,071 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #675.

GeoWealth Management first reported a position in CFG in Q3 2024 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • GeoWealth Management held 4,071 shares of Citizens Financial Group worth $285K as of Q2 2026.
  • GeoWealth Management bought 644 Citizens Financial Group shares in Q2 2026, an estimated $41.5K.
  • Citizens Financial Group made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #675 holding.
  • GeoWealth Management first reported a position in Citizens Financial Group in Q3 2024 and has held it in 6 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.