Prestige Wealth Management Group’s Citizens Financial Group CFG Stock Holding History

Prestige Wealth Management Group’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	$10.1K	Hold	144	–	–	﹤0.01%	443
2026 Q1	$8.64K	Hold	144	–	–	﹤0.01%	452
2025 Q4	$8.41K	Hold	144	–	–	﹤0.01%	482
2025 Q3	$7.66K	Hold	144	–	–	﹤0.01%	500
2025 Q2	$6.44K	Hold	144	–	–	﹤0.01%	508
2025 Q1	$5.9K	Hold	144	–	–	﹤0.01%	528
2024 Q4	$6.3K	Hold	144	–	–	﹤0.01%	552
2024 Q3	$5.92K	Buy	+144	New	+$5.82K	﹤0.01%	574
2024 Q2	–	Sell	-144	Closed	-$5.23K	–	999
2024 Q1	$5.23K	Hold	144	–	–	﹤0.01%	558
2023 Q4	$4.77K	Buy	144 +131	+1,008%	+$3.61K	﹤0.01%	590
2023 Q3	$349	Hold	13	–	–	﹤0.01%	997
2023 Q2	$340	Sell	13 -29	-69%	-$799	﹤0.01%	1023
2023 Q1	$1.28K	Sell	42 -59	-58%	-$2.31K	﹤0.01%	849
2022 Q4	$3.98K	Hold	101	–	–	﹤0.01%	668
2022 Q3	$3K	Sell	101 -81	-45%	-$3K	﹤0.01%	643
2022 Q2	$6K	Buy	182 +57	+46%	+$2.25K	﹤0.01%	526
2022 Q1	$6K	Buy	125 +80	+178%	+$4.11K	﹤0.01%	557
2021 Q4	$2K	Hold	45	–	–	﹤0.01%	774
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	778
2021 Q2	$2K	Hold	45	–	–	﹤0.01%	775
2021 Q1	$2K	Hold	45	–	–	﹤0.01%	768
2020 Q4	$2K	Buy	+45	New	+$1.41K	﹤0.01%	735
2019 Q1	–	Sell	-97	Closed	-$3K	–	600
2018 Q4	$3K	Buy	+97	New	+$3.4K	﹤0.01%	702

Other funds holding CFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Prestige Wealth Management Group's CFG Position: Q2 2026 in Review

Prestige Wealth Management Group held its Citizens Financial Group (CFG) position steady in Q2 2026 at 144 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Prestige Wealth Management Group first reported a position in CFG in Q4 2018 and has held it in 23 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Prestige Wealth Management Group held 144 shares of Citizens Financial Group worth $10.1K as of Q2 2026.
Prestige Wealth Management Group left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #443 holding.
Prestige Wealth Management Group first reported a position in Citizens Financial Group in Q4 2018 and has held it in 23 quarters since.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.