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Sagespring Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Sagespring Wealth Partners’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 		$597K Buy
8,525
+81
+1% +$5.22K 0.01% 482
2026
Q1 		$506K Buy
8,444
+1,068
+14% +$65.6K 0.01% 495
2025
Q4 		$431K Buy
7,376
+1,280
+21% +$68.8K 0.01% 515
2025
Q3 		$324K Buy
+6,096
New +$303K 0.01% 584

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

Sagespring Wealth Partners's CFG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Citizens Financial Group (CFG) stake by 0.96% in Q2 2026, buying an estimated $5.22K and bringing the position to 8,525 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #482.

Sagespring Wealth Partners first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Sagespring Wealth Partners held 8,525 shares of Citizens Financial Group worth $597K as of Q2 2026.
  • Sagespring Wealth Partners bought 81 Citizens Financial Group shares in Q2 2026, an estimated $5.22K.
  • Citizens Financial Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #482 holding.
  • Sagespring Wealth Partners first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.