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Principia Wealth Advisory’s Citizens Financial Group CFG Stock Holding History

Principia Wealth Advisory’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 		$5.75K Buy
82
+18
+28% +$1.16K ﹤0.01% 335
2026
Q1 		$3.84K Buy
64
+15
+31% +$922 ﹤0.01% 354
2025
Q4 		$2.86K Sell
49
-3
-6% -$161 ﹤0.01% 363
2025
Q3 		$2.76K Buy
52
+8
+18% +$398 ﹤0.01% 376
2025
Q2 		$1.97K Buy
44
+12
+38% +$472 ﹤0.01% 388
2025
Q1 		$1.2K Buy
32
+21
+191% +$937 ﹤0.01% 360
2024
Q4 		$481 Buy
+11
New +$486 ﹤0.01% 556

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Principia Wealth Advisory's CFG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Citizens Financial Group (CFG) stake by 28% in Q2 2026, buying an estimated $1.16K and bringing the position to 82 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Principia Wealth Advisory first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Principia Wealth Advisory held 82 shares of Citizens Financial Group worth $5.75K as of Q2 2026.
  • Principia Wealth Advisory bought 18 Citizens Financial Group shares in Q2 2026, an estimated $1.16K.
  • Citizens Financial Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #335 holding.
  • Principia Wealth Advisory first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.