Spectrum Wealth Advisory Group’s Citizens Financial Group CFG Stock Holding History

Spectrum Wealth Advisory Group’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	$353	Buy	+5	New	+$322	﹤0.01%	504

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Spectrum Wealth Advisory Group's CFG Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Citizens Financial Group (CFG) in Q2 2026: 5 shares worth $353. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings.

1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Spectrum Wealth Advisory Group held 5 shares of Citizens Financial Group worth $353 as of Q2 2026.
Citizens Financial Group was a new Spectrum Wealth Advisory Group position in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #504 holding.
1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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