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

Private 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
Q3 		$25.3K Buy
397
+74
+23% +$5.21K 0.01% 357
2026
Q2 		$22.6K Buy
323
+179
+124% +$11.5K 0.01% 359
2026
Q1 		$8.64K Hold
144
– – ﹤0.01% 571
2025
Q4 		$8.41K Sell
144
-500
-78% -$26.9K ﹤0.01% 567
2025
Q3 		$34.2K Hold
644
– – 0.01% 234
2025
Q2 		$28.8K Hold
644
– – 0.01% 235
2025
Q1 		$26.4K Hold
644
– – 0.01% 248
2024
Q4 		$28.2K Hold
644
– – 0.01% 240
2024
Q3 		$26.4K Buy
644
+3
+0.5% +$121 0.01% 236
2024
Q2 		$23.1K Hold
641
– – 0.01% 254
2024
Q1 		$23.3K Hold
641
– – 0.01% 245
2023
Q4 		$21.2K Buy
+641
New +$17.6K 0.01% 257

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Private Wealth Management Group's CFG Position: Q3 2026 in Review

Private Wealth Management Group increased its Citizens Financial Group (CFG) stake by 23% in Q3 2026, buying an estimated $5.21K and bringing the position to 397 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #357.

Private Wealth Management Group first reported a position in CFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $34.2K in Q3 2025. 266 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Private Wealth Management Group held 397 shares of Citizens Financial Group worth $25.3K as of Q3 2026.
  • Private Wealth Management Group bought 74 Citizens Financial Group shares in Q3 2026, an estimated $5.21K.
  • Citizens Financial Group made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #357 holding.
  • Private Wealth Management Group first reported a position in Citizens Financial Group in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's Citizens Financial Group position peaked at $34.2K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.