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

Physician 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 Q3	$14.9K	Buy	233 +5	+2%	+$352	﹤0.01%	782
2026 Q2	$16K	Buy	228 +28	+14%	+$1.8K	﹤0.01%	742
2026 Q1	$12K	Sell	200 -130	-39%	-$7.99K	﹤0.01%	752
2025 Q4	$19.3K	Buy	330 +158	+92%	+$8.49K	﹤0.01%	596
2025 Q3	$9.14K	Buy	172 +121	+237%	+$6.02K	﹤0.01%	765
2025 Q2	$2.28K	Buy	+51	New	+$2.01K	﹤0.01%	999

Other funds holding CFG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Physician Wealth Advisors's CFG Position: Q3 2026 in Review

Physician Wealth Advisors increased its Citizens Financial Group (CFG) stake by 2.2% in Q3 2026, buying an estimated $352 and bringing the position to 233 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Physician Wealth Advisors first reported a position in CFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.3K in Q4 2025. 637 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Physician Wealth Advisors held 233 shares of Citizens Financial Group worth $14.9K as of Q3 2026.
Physician Wealth Advisors bought 5 Citizens Financial Group shares in Q3 2026, an estimated $352.
Citizens Financial Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #782 holding.
Physician Wealth Advisors first reported a position in Citizens Financial Group in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Citizens Financial Group position peaked at $19.3K in Q4 2025.
637 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.