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Nvest Wealth Strategies’s Citizens Financial Group CFG Stock Holding History

Nvest Wealth Strategies’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 		$841 Buy
12
+7
+140% +$451 ﹤0.01% 231
2026
Q1 		$300 Buy
+5
New +$307 ﹤0.01% 348

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Nvest Wealth Strategies's CFG Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Citizens Financial Group (CFG) stake by 140% in Q2 2026, buying an estimated $451 and bringing the position to 12 shares worth $841. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Nvest Wealth Strategies first reported a position in CFG in Q1 2026 and has held it in 2 quarters since. 607 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Nvest Wealth Strategies held 12 shares of Citizens Financial Group worth $841 as of Q2 2026.
  • Nvest Wealth Strategies bought 7 Citizens Financial Group shares in Q2 2026, an estimated $451.
  • Citizens Financial Group made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #231 holding.
  • Nvest Wealth Strategies first reported a position in Citizens Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 607 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.