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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
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

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

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

Private Wealth Management Group increased its Citizens Financial Group (CFG) stake by 124% in Q2 2026, buying an estimated $11.5K and bringing the position to 323 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #359.

Private Wealth Management Group first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.2K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Private Wealth Management Group held 323 shares of Citizens Financial Group worth $22.6K as of Q2 2026.
  • Private Wealth Management Group bought 179 Citizens Financial Group shares in Q2 2026, an estimated $11.5K.
  • Citizens Financial Group made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #359 holding.
  • Private Wealth Management Group first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Citizens Financial Group position peaked at $34.2K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.