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Impact Partnership Wealth’s Citizens Financial Group CFG Stock Holding History

Impact Partnership 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 		$551K Buy
7,867
+2,766
+54% +$178K 0.05% 236
2026
Q1 		$306K Buy
+5,101
New +$314K 0.04% 271
2025
Q2 		– Sell
-11,988
Closed -$491K – 306
2025
Q1 		$491K Buy
+11,988
New +$535K 0.1% 113
2024
Q4 		– Sell
-13,436
Closed -$552K – 299
2024
Q3 		$552K Sell
13,436
-409
-3% -$16.5K 0.12% 101
2024
Q2 		$499K Buy
13,845
+226
+2% +$7.88K 0.13% 105
2024
Q1 		$494K Sell
13,619
-2,708
-17% -$88.8K 0.2% 73
2023
Q4 		$541K Buy
16,327
+4,001
+32% +$110K 0.2% 73
2023
Q3 		$330K Buy
12,326
+12,219
+11,420% +$349K 0.1% 114
2023
Q2 		$2.79K Buy
+107
New +$2.95K ﹤0.01% 588

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

Impact Partnership Wealth's CFG Position: Q2 2026 in Review

Impact Partnership Wealth increased its Citizens Financial Group (CFG) stake by 54% in Q2 2026, buying an estimated $178K and bringing the position to 7,867 shares worth $551K. The position accounts for 0.05% of the portfolio, ranked #236.

Impact Partnership Wealth first reported a position in CFG in Q2 2023 and has held it in 9 quarters since. The position peaked at $552K in Q3 2024. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Impact Partnership Wealth held 7,867 shares of Citizens Financial Group worth $551K as of Q2 2026.
  • Impact Partnership Wealth bought 2,766 Citizens Financial Group shares in Q2 2026, an estimated $178K.
  • Citizens Financial Group made up 0.05% of Impact Partnership Wealth's portfolio in Q2 2026, its #236 holding.
  • Impact Partnership Wealth first reported a position in Citizens Financial Group in Q2 2023 and has held it in 9 quarters since.
  • Impact Partnership Wealth's Citizens Financial Group position peaked at $552K in Q3 2024.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.