Kestra Private Wealth Services’s Citizens Financial Group CFG Stock Holding History

Kestra Private Wealth Services’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	$1.14M	Buy	16,204 +62	+0.4%	+$4K	0.01%	834
2026 Q1	$968K	Buy	16,142 +6,102	+61%	+$375K	0.01%	858
2025 Q4	$586K	Buy	10,040 +198	+2%	+$10.6K	0.01%	1075
2025 Q3	$523K	Sell	9,842 -979	-9%	-$48.7K	0.01%	1071
2025 Q2	$484K	Buy	10,821 +1,604	+17%	+$63.1K	0.01%	1052
2025 Q1	$378K	Sell	9,217 -89	-1%	-$3.97K	0.01%	1092
2024 Q4	$407K	Buy	+9,306	New	+$411K	0.01%	1020
2023 Q2	–	Sell	-6,670	Closed	-$203K	–	1096
2023 Q1	$203K	Buy	+6,670	New	+$261K	0.01%	926

Other funds holding CFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kestra Private Wealth Services's CFG Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Citizens Financial Group (CFG) stake by 0.38% in Q2 2026, buying an estimated $4K and bringing the position to 16,204 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #834.

Kestra Private Wealth Services first reported a position in CFG in Q1 2023 and has held it in 8 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Kestra Private Wealth Services held 16,204 shares of Citizens Financial Group worth $1.14M as of Q2 2026.
Kestra Private Wealth Services bought 62 Citizens Financial Group shares in Q2 2026, an estimated $4K.
Citizens Financial Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #834 holding.
Kestra Private Wealth Services first reported a position in Citizens Financial Group in Q1 2023 and has held it in 8 quarters since.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.