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International Private Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

International Private Wealth Advisors’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 		$342K Sell
4,878
-3,047
-38% -$196K 0.18% 112
2026
Q1 		$475K Buy
7,925
+1,384
+21% +$85.1K 0.29% 76
2025
Q4 		$382K Sell
6,541
-263
-4% -$14.1K 0.24% 91
2025
Q3 		$362K Sell
6,804
-1,218
-15% -$60.6K 0.23% 102
2025
Q2 		$359K Sell
8,022
-3,221
-29% -$127K 0.31% 94
2025
Q1 		$461K Buy
11,243
+1,611
+17% +$71.9K 0.44% 56
2024
Q4 		$421K Sell
9,632
-75
-0.8% -$3.32K 0.42% 65
2024
Q3 		$399K Sell
9,707
-596
-6% -$24.1K 0.58% 45
2024
Q2 		$371K Buy
10,303
+1,073
+12% +$37.4K 0.63% 45
2024
Q1 		$335K Buy
+9,230
New +$303K 0.65% 54

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

International Private Wealth Advisors's CFG Position: Q2 2026 in Review

International Private Wealth Advisors reduced its Citizens Financial Group (CFG) stake by 38% in Q2 2026, selling an estimated $196K and leaving 4,878 shares worth $342K. The position accounts for 0.18% of the portfolio, ranked #112.

International Private Wealth Advisors first reported a position in CFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $475K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • International Private Wealth Advisors held 4,878 shares of Citizens Financial Group worth $342K as of Q2 2026.
  • International Private Wealth Advisors sold 3,047 Citizens Financial Group shares in Q2 2026, an estimated $196K.
  • Citizens Financial Group made up 0.18% of International Private Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • International Private Wealth Advisors first reported a position in Citizens Financial Group in Q1 2024 and has held it in 10 quarters since.
  • International Private Wealth Advisors's Citizens Financial Group position peaked at $475K in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.