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Strategic Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Strategic Wealth Partners’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 		$15.2K Hold
217
– – ﹤0.01% 821
2026
Q1 		$13K Hold
217
– – ﹤0.01% 819
2025
Q4 		$12.7K Hold
217
– – ﹤0.01% 821
2025
Q3 		$11.5K Hold
217
– – ﹤0.01% 865
2025
Q2 		$9.71K Buy
+217
New +$8.54K ﹤0.01% 791
2019
Q4 		– Sell
-100
Closed -$3.54K – 188
2019
Q3 		$3.54K Hold
100
– – 0.02% 190
2019
Q2 		$4K Hold
100
– – ﹤0.01% 658
2019
Q1 		$3K Buy
+100
New +$3.46K ﹤0.01% 693

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

Strategic Wealth Partners's CFG Position: Q2 2026 in Review

Strategic Wealth Partners held its Citizens Financial Group (CFG) position steady in Q2 2026 at 217 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Strategic Wealth Partners first reported a position in CFG in Q1 2019 and has held it in 8 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Strategic Wealth Partners held 217 shares of Citizens Financial Group worth $15.2K as of Q2 2026.
  • Strategic Wealth Partners left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #821 holding.
  • Strategic Wealth Partners first reported a position in Citizens Financial Group in Q1 2019 and has held it in 8 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.