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

SeaCrest 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 		$1.35M Buy
19,324
+41
+0.2% +$2.64K 0.15% 128
2026
Q1 		$1.16M Buy
19,283
+119
+0.6% +$7.31K 0.12% 163
2025
Q4 		$1.17M Sell
19,164
-1,849
-9% -$99.3K 0.12% 164
2025
Q3 		$1.09M Buy
21,013
+1,698
+9% +$84.5K 0.12% 164
2025
Q2 		$864K Sell
19,315
-9,600
-33% -$378K 0.09% 202
2025
Q1 		$1.18M Buy
28,915
+189
+0.7% +$8.43K 0.13% 150
2024
Q4 		$1.26M Buy
28,726
+246
+0.9% +$10.9K 0.13% 144
2024
Q3 		$1.17M Sell
28,480
-1
-0% -$40 0.13% 155
2024
Q2 		$1.03M Buy
28,481
+460
+2% +$16K 0.12% 172
2024
Q1 		$1.02M Sell
28,021
-492
-2% -$16.1K 0.12% 174
2023
Q4 		$951K Buy
28,513
+7
+0% +$193 0.12% 180
2023
Q3 		$764K Hold
28,506
– – 0.1% 218
2023
Q2 		$743K Buy
28,506
+203
+0.7% +$5.59K 0.09% 223
2023
Q1 		$860K Sell
28,303
-3,423
-11% -$134K 0.12% 196
2022
Q4 		$1.25M Buy
31,726
+15
+0% +$586 0.18% 126
2022
Q3 		$1.09M Sell
31,711
-500
-2% -$18.5K 0.17% 135
2022
Q2 		$1.15M Buy
+32,211
New +$1.27M 0.14% 146
2019
Q2 		– Sell
-1,164
Closed -$38K – 729
2019
Q1 		$38K Buy
1,164
+333
+40% +$11.5K 0.01% 1033
2018
Q4 		$25K Sell
831
-600
-42% -$21K 0.01% 1157
2018
Q3 		$55K Sell
1,431
-226
-14% -$9.11K 0.01% 956
2018
Q2 		$64K Sell
1,657
-147
-8% -$6.12K 0.01% 885
2018
Q1 		$76K Buy
1,804
+147
+9% +$6.6K 0.01% 792
2017
Q4 		$70K Buy
+1,657
New +$64.8K 0.01% 838

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

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

SeaCrest Wealth Management increased its Citizens Financial Group (CFG) stake by 0.21% in Q2 2026, buying an estimated $2.64K and bringing the position to 19,324 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #128.

SeaCrest Wealth Management first reported a position in CFG in Q4 2017 and has held it in 23 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • SeaCrest Wealth Management held 19,324 shares of Citizens Financial Group worth $1.35M as of Q2 2026.
  • SeaCrest Wealth Management bought 41 Citizens Financial Group shares in Q2 2026, an estimated $2.64K.
  • Citizens Financial Group made up 0.15% of SeaCrest Wealth Management's portfolio in Q2 2026, its #128 holding.
  • SeaCrest Wealth Management first reported a position in Citizens Financial Group in Q4 2017 and has held it in 23 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.