QWM
CFG icon

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

Quaker Wealth Management’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
2025
Q2 		– Sell
-30
Closed -$1.23K – 1011
2025
Q1 		$1.23K Buy
+30
New +$1.34K ﹤0.01% 457

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Quaker Wealth Management's CFG Position: Q2 2026 in Review

Quaker Wealth Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 16 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Quaker Wealth Management first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. 380 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Quaker Wealth Management held 16 shares of Citizens Financial Group worth $1.12K as of Q2 2026.
  • Quaker Wealth Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Quaker Wealth Management first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 380 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.