Institute for Wealth Management’s Citizens Financial Group CFG Stock Holding History

Institute for 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	$25.6K	Buy	+366	New	+$23.6K	﹤0.01%	1055

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Institute for Wealth Management's CFG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Citizens Financial Group (CFG) in Q2 2026: 366 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings.

656 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Institute for Wealth Management held 366 shares of Citizens Financial Group worth $25.6K as of Q2 2026.
Citizens Financial Group was a new Institute for Wealth Management position in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1055 holding.
656 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.