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MASECO Private Wealth’s Citizens Financial Group CFG Stock Holding History

MASECO Private 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
Q1 		– Sell
-119
Closed -$6.96K – 414
2025
Q4 		$6.96K Buy
+119
New +$6.39K ﹤0.01% 396
2025
Q3 		– Sell
-117
Closed -$5.24K – 320
2025
Q2 		$5.24K Buy
+117
New +$4.61K ﹤0.01% 392

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

MASECO Private Wealth's CFG Position: Q1 2026 in Review

MASECO Private Wealth sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 119 shares — an estimated $6.96K sold.

MASECO Private Wealth first reported a position in CFG in Q2 2025 and held it in 2 quarters. The position peaked at $6.96K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • MASECO Private Wealth reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 119 Citizens Financial Group shares in Q1 2026, an estimated $6.96K.
  • MASECO Private Wealth first reported a position in Citizens Financial Group in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's Citizens Financial Group position peaked at $6.96K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.