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High Note Wealth’s Citizens Financial Group CFG Stock Holding History

High Note 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 		$6.38K Buy
91
+11
+14% +$709 ﹤0.01% 513
2026
Q1 		$4.8K Buy
80
+33
+70% +$2.03K ﹤0.01% 556
2025
Q4 		$2.75K Buy
47
+3
+7% +$161 ﹤0.01% 682
2025
Q3 		$2.34K Hold
44
– – ﹤0.01% 653
2025
Q2 		$1.97K Hold
44
– – ﹤0.01% 661
2025
Q1 		$1.8K Hold
44
– – ﹤0.01% 688
2024
Q4 		$1.93K Buy
+44
New +$1.95K ﹤0.01% 691

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

High Note Wealth's CFG Position: Q2 2026 in Review

High Note Wealth increased its Citizens Financial Group (CFG) stake by 14% in Q2 2026, buying an estimated $709 and bringing the position to 91 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

High Note Wealth first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • High Note Wealth held 91 shares of Citizens Financial Group worth $6.38K as of Q2 2026.
  • High Note Wealth bought 11 Citizens Financial Group shares in Q2 2026, an estimated $709.
  • Citizens Financial Group made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #513 holding.
  • High Note Wealth first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.