Prosperity Consulting Group’s Citizens Financial Group CFG Stock Holding History

Prosperity Consulting 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	$2.19M	Buy	31,296 +2,532	+9%	+$163K	0.08%	162
2026 Q1	$1.72M	Buy	28,764 +1,411	+5%	+$86.7K	0.08%	173
2025 Q4	$1.6M	Sell	27,353 -659	-2%	-$35.4K	0.07%	191
2025 Q3	$1.49M	Buy	28,012 +633	+2%	+$31.5K	0.07%	200
2025 Q2	$1.23M	Sell	27,379 -1,025	-4%	-$40.3K	0.09%	194
2025 Q1	$1.16M	Sell	28,404 -1,954	-6%	-$87.2K	0.09%	199
2024 Q4	$1.33M	Buy	30,358 +365	+1%	+$16.1K	0.1%	195
2024 Q3	$1.23M	Buy	+29,993	New	+$1.21M	0.1%	204

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

Prosperity Consulting Group's CFG Position: Q2 2026 in Review

Prosperity Consulting Group increased its Citizens Financial Group (CFG) stake by 8.8% in Q2 2026, buying an estimated $163K and bringing the position to 31,296 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #162.

Prosperity Consulting Group first reported a position in CFG in Q3 2024 and has held it in 8 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Prosperity Consulting Group held 31,296 shares of Citizens Financial Group worth $2.19M as of Q2 2026.
Prosperity Consulting Group bought 2,532 Citizens Financial Group shares in Q2 2026, an estimated $163K.
Citizens Financial Group made up 0.08% of Prosperity Consulting Group's portfolio in Q2 2026, its #162 holding.
Prosperity Consulting Group first reported a position in Citizens Financial Group in Q3 2024 and has held it in 8 quarters since.
1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.