Highline Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Highline Wealth Partners’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	$19.9K	Buy	284 +24	+9%	+$1.55K	﹤0.01%	397
2026 Q1	$15.6K	Buy	260 +174	+202%	+$10.7K	﹤0.01%	347
2025 Q4	$5K	Buy	86 +1	+1%	+$54	﹤0.01%	558
2025 Q3	$4.53K	Hold	85	–	–	﹤0.01%	597
2025 Q2	$3.79K	Buy	85 +1	+1%	+$39	﹤0.01%	515
2025 Q1	$3.44K	Buy	84 +6	+8%	+$268	﹤0.01%	521
2024 Q4	$3.39K	Buy	78 +20	+34%	+$884	﹤0.01%	396
2024 Q3	$2.38K	Hold	58	–	–	﹤0.01%	439
2024 Q2	$2.09K	Hold	58	–	–	﹤0.01%	396
2024 Q1	$2.1K	Hold	58	–	–	﹤0.01%	323
2023 Q4	$1.92K	Hold	58	–	–	﹤0.01%	301
2023 Q3	$1.55K	Hold	58	–	–	﹤0.01%	284
2023 Q2	$1.51K	Hold	58	–	–	﹤0.01%	245
2023 Q1	$1.76K	Hold	58	–	–	﹤0.01%	236
2022 Q4	$2.28K	Hold	58	–	–	﹤0.01%	213
2022 Q3	$1.99K	Buy	+58	New	+$2.15K	﹤0.01%	214

Other funds holding CFG

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Highline Wealth Partners's CFG Position: Q2 2026 in Review

Highline Wealth Partners increased its Citizens Financial Group (CFG) stake by 9.2% in Q2 2026, buying an estimated $1.55K and bringing the position to 284 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Highline Wealth Partners first reported a position in CFG in Q3 2022 and has held it in 16 quarters since. 149 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Highline Wealth Partners held 284 shares of Citizens Financial Group worth $19.9K as of Q2 2026.
Highline Wealth Partners bought 24 Citizens Financial Group shares in Q2 2026, an estimated $1.55K.
Citizens Financial Group made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #397 holding.
Highline Wealth Partners first reported a position in Citizens Financial Group in Q3 2022 and has held it in 16 quarters since.
149 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.