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

Raffa 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
2026 Q2	$3.85K	Sell	55 -42	-43%	-$2.71K	﹤0.01%	653
2026 Q1	$5.82K	Buy	97 +48	+98%	+$2.95K	﹤0.01%	497
2025 Q4	$2.86K	Hold	49	–	–	﹤0.01%	648
2025 Q3	$2.6K	Hold	49	–	–	﹤0.01%	641
2025 Q2	$2.19K	Hold	49	–	–	﹤0.01%	662
2025 Q1	$2.01K	Hold	49	–	–	﹤0.01%	634
2024 Q4	$2.14K	Hold	49	–	–	﹤0.01%	655
2024 Q3	$2.01K	Hold	49	–	–	﹤0.01%	639
2024 Q2	$1.76K	Hold	49	–	–	﹤0.01%	750
2024 Q1	$1.78K	Hold	49	–	–	﹤0.01%	737
2023 Q4	$1.62K	Hold	49	–	–	﹤0.01%	680
2023 Q3	$1.31K	Hold	49	–	–	﹤0.01%	709
2023 Q2	$1.28K	Sell	49 -13	-21%	-$358	﹤0.01%	733
2023 Q1	$1.88K	Hold	62	–	–	﹤0.01%	628
2022 Q4	$2.44K	Hold	62	–	–	﹤0.01%	542
2022 Q3	$2.13K	Hold	62	–	–	﹤0.01%	581
2022 Q2	$2.21K	Hold	62	–	–	﹤0.01%	581
2022 Q1	$2.81K	Hold	62	–	–	﹤0.01%	548
2021 Q4	$2.93K	Hold	62	–	–	﹤0.01%	558
2021 Q3	$2.91K	Hold	62	–	–	﹤0.01%	509
2021 Q2	$2.84K	Hold	62	–	–	﹤0.01%	518
2021 Q1	$2.74K	Hold	62	–	–	﹤0.01%	550
2020 Q4	$2.22K	Hold	62	–	–	﹤0.01%	527
2020 Q3	$1.57K	Hold	62	–	–	﹤0.01%	550
2020 Q2	$1.56K	Hold	62	–	–	﹤0.01%	533
2020 Q1	$1.17K	Buy	62 +13	+27%	+$424	﹤0.01%	550
2019 Q4	$1.99K	Hold	49	–	–	﹤0.01%	404
2019 Q3	$1.73K	Buy	+49	New	+$1.71K	﹤0.01%	426
2019 Q2	–	Sell	-49	Closed	-$1.59K	–	850
2019 Q1	$1.59K	Hold	49	–	–	﹤0.01%	406
2018 Q4	$1.46K	Hold	49	–	–	﹤0.01%	412
2018 Q3	$1.89K	Hold	49	–	–	﹤0.01%	405
2018 Q2	$1.91K	Hold	49	–	–	﹤0.01%	385
2018 Q1	$2.06K	Buy	+49	New	+$2.2K	﹤0.01%	352

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Raffa Wealth Management reduced its Citizens Financial Group (CFG) stake by 43% in Q2 2026, selling an estimated $2.71K and leaving 55 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Raffa Wealth Management first reported a position in CFG in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.82K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Raffa Wealth Management held 55 shares of Citizens Financial Group worth $3.85K as of Q2 2026.
Raffa Wealth Management sold 42 Citizens Financial Group shares in Q2 2026, an estimated $2.71K.
Citizens Financial Group made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #653 holding.
Raffa Wealth Management first reported a position in Citizens Financial Group in Q1 2018 and has held it in 33 quarters since.
Raffa Wealth Management's Citizens Financial Group position peaked at $5.82K in Q1 2026.
1,040 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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