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Kingswood Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Kingswood 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 		$261K Buy
3,723
+188
+5% +$12.1K 0.01% 837
2026
Q1 		$212K Sell
3,535
-2,990
-46% -$184K 0.01% 862
2025
Q4 		$381K Buy
6,525
+362
+6% +$19.4K 0.02% 606
2025
Q3 		$328K Sell
6,163
-221
-3% -$11K 0.02% 595
2025
Q2 		$286K Sell
6,384
-4
-0.1% -$157 0.02% 588
2025
Q1 		$259K Sell
6,388
-6,628
-51% -$296K 0.02% 594
2024
Q4 		$570K Buy
+13,016
New +$576K 0.04% 405
2024
Q3 		– Sell
-13,838
Closed -$499K – 680
2024
Q2 		$499K Sell
13,838
-570
-4% -$19.9K 0.04% 392
2024
Q1 		$523K Buy
14,408
+1,313
+10% +$43.1K 0.06% 336
2023
Q4 		$434K Buy
13,095
+1,223
+10% +$33.7K 0.05% 378
2023
Q3 		$318K Buy
+11,872
New +$339K 0.05% 319

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

Kingswood Wealth Advisors's CFG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Citizens Financial Group (CFG) stake by 5.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,723 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #837.

Kingswood Wealth Advisors first reported a position in CFG in Q3 2023 and has held it in 11 quarters since. The position peaked at $570K in Q4 2024. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Kingswood Wealth Advisors held 3,723 shares of Citizens Financial Group worth $261K as of Q2 2026.
  • Kingswood Wealth Advisors bought 188 Citizens Financial Group shares in Q2 2026, an estimated $12.1K.
  • Citizens Financial Group made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #837 holding.
  • Kingswood Wealth Advisors first reported a position in Citizens Financial Group in Q3 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Citizens Financial Group position peaked at $570K in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.