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

Rialto 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 		$5.47K Buy
78
+20
+34% +$1.29K ﹤0.01% 709
2026
Q1 		$3.48K Buy
58
+14
+32% +$860 ﹤0.01% 677
2025
Q4 		$2.57K Buy
44
+8
+22% +$430 ﹤0.01% 658
2025
Q3 		$1.91K Buy
36
+5
+16% +$249 ﹤0.01% 684
2025
Q2 		$1.39K Buy
+31
New +$1.22K ﹤0.01% 716

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

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

Rialto Wealth Management increased its Citizens Financial Group (CFG) stake by 34% in Q2 2026, buying an estimated $1.29K and bringing the position to 78 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Rialto Wealth Management first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Rialto Wealth Management held 78 shares of Citizens Financial Group worth $5.47K as of Q2 2026.
  • Rialto Wealth Management bought 20 Citizens Financial Group shares in Q2 2026, an estimated $1.29K.
  • Citizens Financial Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #709 holding.
  • Rialto Wealth Management first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.