NewEdge Wealth’s Citizens Financial Group CFG Stock Holding History

NewEdge 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	-4,439	Closed	-$259K	–	1147
2025 Q4	$259K	Buy	+4,439	New	+$238K	﹤0.01%	1075

Other funds holding CFG

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

NewEdge Wealth's CFG Position: Q1 2026 in Review

NewEdge Wealth sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 4,439 shares — an estimated $259K sold.

NewEdge Wealth first reported a position in CFG in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

NewEdge Wealth reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 4,439 Citizens Financial Group shares in Q1 2026, an estimated $259K.
NewEdge Wealth first reported a position in Citizens Financial Group in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Citizens Financial Group position peaked at $259K in Q4 2025.
1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.