RWS
CFG icon

Retirement Wealth Solutions’s Citizens Financial Group CFG Stock Holding History

Retirement Wealth Solutions’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 		$14.8K Hold
211
– – 0.01% 189
2026
Q1 		$12.6K Sell
211
-40
-16% -$2.46K 0.01% 186
2025
Q4 		$14.7K Hold
251
– – 0.01% 186
2025
Q3 		$13.4K Hold
251
– – 0.01% 197
2025
Q2 		$11.2K Hold
251
– – 0.01% 224
2025
Q1 		$10.3K Buy
251
+1
+0.4% +$45 0.01% 223
2024
Q4 		$10.8K Buy
+250
New +$11.1K 0.01% 222

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

Retirement Wealth Solutions's CFG Position: Q2 2026 in Review

Retirement Wealth Solutions held its Citizens Financial Group (CFG) position steady in Q2 2026 at 211 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #189.

Retirement Wealth Solutions first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Retirement Wealth Solutions held 211 shares of Citizens Financial Group worth $14.8K as of Q2 2026.
  • Retirement Wealth Solutions left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #189 holding.
  • Retirement Wealth Solutions first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.