Q1WB
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Quest 10 Wealth Builders’s Citizens Financial Group CFG Stock Holding History

Quest 10 Wealth Builders’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 		$60.3K Sell
860
-18
-2% -$1.16K 0.05% 182
2026
Q1 		$52.7K Sell
878
-15
-2% -$922 0.05% 201
2025
Q4 		$52.1K Buy
893
+646
+262% +$34.7K 0.05% 181
2025
Q3 		$13.1K Buy
247
+21
+9% +$1.04K 0.01% 338
2025
Q2 		$10.1K Sell
226
-1
-0.4% -$39 0.01% 400
2025
Q1 		$9.29K Sell
227
-82
-27% -$3.66K 0.01% 372
2024
Q4 		$13.5K Buy
+309
New +$13.7K 0.01% 355

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

Quest 10 Wealth Builders's CFG Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Citizens Financial Group (CFG) stake by 2.1% in Q2 2026, selling an estimated $1.16K and leaving 860 shares worth $60.3K. The position accounts for 0.05% of the portfolio, ranked #182.

Quest 10 Wealth Builders first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Quest 10 Wealth Builders held 860 shares of Citizens Financial Group worth $60.3K as of Q2 2026.
  • Quest 10 Wealth Builders sold 18 Citizens Financial Group shares in Q2 2026, an estimated $1.16K.
  • Citizens Financial Group made up 0.05% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #182 holding.
  • Quest 10 Wealth Builders first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.