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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Physician Wealth Advisors increased its Citizens Financial Group (CFG) stake by 14% in Q2 2026, buying an estimated $1.8K and bringing the position to 228 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Physician Wealth Advisors first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.3K in Q4 2025. 467 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Physician Wealth Advisors held 228 shares of Citizens Financial Group worth $16K as of Q2 2026.
  • Physician Wealth Advisors bought 28 Citizens Financial Group shares in Q2 2026, an estimated $1.8K.
  • Citizens Financial Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #742 holding.
  • Physician Wealth Advisors first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Citizens Financial Group position peaked at $19.3K in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.