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Sheets Smith Wealth Management’s Citizens Financial Group CFG Stock Holding History

Sheets Smith 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 		$546K Hold
7,796
– – 0.05% 287
2026
Q1 		$468K Buy
7,796
+55
+0.7% +$3.38K 0.05% 297
2025
Q4 		$452K Buy
+7,741
New +$416K 0.05% 287
2017
Q3 		– Sell
-10,827
Closed -$386K – 305
2017
Q2 		$386K Buy
+10,827
New +$384K 0.1% 196

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

Sheets Smith Wealth Management's CFG Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 7,796 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #287.

Sheets Smith Wealth Management first reported a position in CFG in Q2 2017 and has held it in 4 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Sheets Smith Wealth Management held 7,796 shares of Citizens Financial Group worth $546K as of Q2 2026.
  • Sheets Smith Wealth Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.05% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Sheets Smith Wealth Management first reported a position in Citizens Financial Group in Q2 2017 and has held it in 4 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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