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Simplicity Wealth’s Citizens Financial Group CFG Stock Holding History

Simplicity Wealth’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 		$674K Sell
9,620
-5,482
-36% -$353K 0.02% 543
2026
Q1 		$906K Buy
15,102
+49
+0.3% +$3.01K 0.05% 312
2025
Q4 		$879K Sell
15,053
-432
-3% -$23.2K 0.05% 306
2025
Q3 		$823K Buy
+15,485
New +$771K 0.05% 338
2025
Q2 		– Sell
-15,301
Closed -$627K – 598
2025
Q1 		$627K Buy
+15,301
New +$683K 0.05% 308
2024
Q3 		– Sell
-11,271
Closed -$406K – 601
2024
Q2 		$406K Buy
11,271
+252
+2% +$8.79K 0.01% 841
2024
Q1 		$400K Buy
+11,019
New +$361K 0.01% 815

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

Simplicity Wealth's CFG Position: Q2 2026 in Review

Simplicity Wealth reduced its Citizens Financial Group (CFG) stake by 36% in Q2 2026, selling an estimated $353K and leaving 9,620 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #543.

Simplicity Wealth first reported a position in CFG in Q1 2024 and has held it in 7 quarters since. The position peaked at $906K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Simplicity Wealth held 9,620 shares of Citizens Financial Group worth $674K as of Q2 2026.
  • Simplicity Wealth sold 5,482 Citizens Financial Group shares in Q2 2026, an estimated $353K.
  • Citizens Financial Group made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #543 holding.
  • Simplicity Wealth first reported a position in Citizens Financial Group in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Citizens Financial Group position peaked at $906K in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.