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

Medallion 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 		$350 Buy
+5
New +$322 ﹤0.01% 1042

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

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

Medallion Wealth Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 5 shares worth $350. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings.

1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Medallion Wealth Advisors held 5 shares of Citizens Financial Group worth $350 as of Q2 2026.
  • Citizens Financial Group was a new Medallion Wealth Advisors position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1042 holding.
  • 1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.