Summit Wealth Group (Colorado)’s Citizens Financial Group CFG Stock Holding History

Summit Wealth Group (Colorado)’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	$202K	Buy	+2,885	New	+$186K	0.02%	388

Other funds holding CFG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CFG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2,885 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings.

429 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Summit Wealth Group (Colorado) held 2,885 shares of Citizens Financial Group worth $202K as of Q2 2026.
Citizens Financial Group was a new Summit Wealth Group (Colorado) position in Q2 2026.
Citizens Financial Group made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #388 holding.
429 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.