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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

GeoWealth Management's CFG Position: Q1 2026 in Review

GeoWealth Management opened a new position in Citizens Financial Group (CFG) in Q1 2026: 3,427 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in CFG as recently as Q2 2025.

GeoWealth Management first reported a position in CFG in Q3 2024 and has held it in 5 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • GeoWealth Management held 3,427 shares of Citizens Financial Group worth $206K as of Q1 2026.
  • Citizens Financial Group was a new GeoWealth Management position in Q1 2026.
  • Citizens Financial Group made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #716 holding.
  • GeoWealth Management first reported a position in Citizens Financial Group in Q3 2024 and has held it in 5 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.