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

Spire 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 		$51.4K Buy
734
+40
+6% +$2.58K ﹤0.01% 1176
2026
Q1 		$41.6K Sell
694
-39
-5% -$2.4K ﹤0.01% 1219
2025
Q4 		$42.8K Buy
733
+44
+6% +$2.36K ﹤0.01% 1232
2025
Q3 		$36.6K Sell
689
-47
-6% -$2.34K ﹤0.01% 1330
2025
Q2 		$32.9K Buy
736
+55
+8% +$2.17K ﹤0.01% 1350
2025
Q1 		$27.9K Sell
681
-40
-6% -$1.78K ﹤0.01% 1500
2024
Q4 		$31.6K Buy
721
+40
+6% +$1.77K ﹤0.01% 1456
2024
Q3 		$28K Sell
681
-70
-9% -$2.83K ﹤0.01% 1333
2024
Q2 		$27.1K Buy
751
+122
+19% +$4.25K ﹤0.01% 1329
2024
Q1 		$22.8K Buy
629
+5
+0.8% +$164 ﹤0.01% 1471
2023
Q4 		$20.3K Buy
624
+20
+3% +$550 ﹤0.01% 1536
2023
Q3 		$16.2K Buy
604
+25
+4% +$715 ﹤0.01% 1582
2023
Q2 		$15.1K Sell
579
-491
-46% -$13.5K ﹤0.01% 1689
2023
Q1 		$32.5K Buy
1,070
+66
+7% +$2.58K ﹤0.01% 1400
2022
Q4 		$40K Buy
1,004
+149
+17% +$5.82K ﹤0.01% 1062
2022
Q3 		$29K Sell
855
-186
-18% -$6.88K ﹤0.01% 1161
2022
Q2 		$37K Sell
1,041
-442
-30% -$17.5K ﹤0.01% 1418
2022
Q1 		$67K Buy
1,483
+290
+24% +$14.9K ﹤0.01% 1331
2021
Q4 		$56K Buy
1,193
+591
+98% +$28.5K ﹤0.01% 1663
2021
Q3 		$28K Buy
602
+360
+149% +$15.8K ﹤0.01% 1712
2021
Q2 		$11K Sell
242
-66
-21% -$3.12K ﹤0.01% 2073
2021
Q1 		$14K Buy
+308
New +$12.8K ﹤0.01% 2292

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

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

Spire Wealth Management increased its Citizens Financial Group (CFG) stake by 5.8% in Q2 2026, buying an estimated $2.58K and bringing the position to 734 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Spire Wealth Management first reported a position in CFG in Q1 2021 and has held it in 22 quarters since. The position peaked at $67K in Q1 2022. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Spire Wealth Management held 734 shares of Citizens Financial Group worth $51.4K as of Q2 2026.
  • Spire Wealth Management bought 40 Citizens Financial Group shares in Q2 2026, an estimated $2.58K.
  • Citizens Financial Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1176 holding.
  • Spire Wealth Management first reported a position in Citizens Financial Group in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Citizens Financial Group position peaked at $67K in Q1 2022.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.