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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Strategic Wealth Partners's CFG Position: Q1 2026 in Review

Strategic Wealth Partners held its Citizens Financial Group (CFG) position steady in Q1 2026 at 217 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Strategic Wealth Partners first reported a position in CFG in Q1 2019 and has held it in 7 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Strategic Wealth Partners held 217 shares of Citizens Financial Group worth $13K as of Q1 2026.
  • Strategic Wealth Partners left its Citizens Financial Group share count unchanged in Q1 2026.
  • Citizens Financial Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #819 holding.
  • Strategic Wealth Partners first reported a position in Citizens Financial Group in Q1 2019 and has held it in 7 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.