IWM
CFG icon

Iams Wealth Management’s Citizens Financial Group CFG Stock Holding History

Iams Wealth 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 		$497K Buy
7,095
+1,981
+39% +$128K 0.15% 148
2026
Q1 		$307K Buy
5,114
+1,100
+27% +$67.6K 0.11% 165
2025
Q4 		$234K Buy
+4,014
New +$216K 0.08% 180

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

Iams Wealth Management's CFG Position: Q2 2026 in Review

Iams Wealth Management increased its Citizens Financial Group (CFG) stake by 39% in Q2 2026, buying an estimated $128K and bringing the position to 7,095 shares worth $497K. The position accounts for 0.15% of the portfolio, ranked #148.

Iams Wealth Management first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Iams Wealth Management held 7,095 shares of Citizens Financial Group worth $497K as of Q2 2026.
  • Iams Wealth Management bought 1,981 Citizens Financial Group shares in Q2 2026, an estimated $128K.
  • Citizens Financial Group made up 0.15% of Iams Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Iams Wealth Management first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.