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TD Private Client Wealth’s Citizens Financial Group CFG Stock Holding History

TD Private Client Wealth’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 		$766K Buy
10,931
+380
+4% +$24.5K 0.01% 415
2026
Q1 		$633K Buy
10,551
+8,060
+324% +$495K 0.01% 444
2025
Q4 		$145K Buy
2,491
+87
+4% +$4.67K ﹤0.01% 714
2025
Q3 		$128K Sell
2,404
-6
-0.2% -$299 ﹤0.01% 717
2025
Q2 		$108K Buy
2,410
+6
+0.2% +$236 ﹤0.01% 726
2025
Q1 		$98.5K Sell
2,404
-49
-2% -$2.19K ﹤0.01% 711
2024
Q4 		$107K Sell
2,453
-124
-5% -$5.48K ﹤0.01% 703
2024
Q3 		$106K Sell
2,577
-9,711
-79% -$392K ﹤0.01% 701
2024
Q2 		$443K Sell
12,288
-631
-5% -$22K 0.01% 453
2024
Q1 		$469K Buy
12,919
+1,220
+10% +$40K 0.02% 457
2023
Q4 		$388K Buy
11,699
+25
+0.2% +$688 0.01% 471
2023
Q3 		$313K Sell
11,674
-175
-1% -$5K 0.01% 474
2023
Q2 		$309K Sell
11,849
-58
-0.5% -$1.6K 0.01% 491
2023
Q1 		$362K Buy
11,907
+2,526
+27% +$98.9K 0.02% 468
2022
Q4 		$369K Buy
9,381
+7,105
+312% +$277K 0.02% 463
2022
Q3 		$78.2K Sell
2,276
-116
-5% -$4.29K ﹤0.01% 653
2022
Q2 		$85.4K Sell
2,392
-504
-17% -$19.9K ﹤0.01% 635
2022
Q1 		$131K Buy
2,896
+44
+2% +$2.26K 0.01% 603
2021
Q4 		$135K Sell
2,852
-127
-4% -$6.12K 0.01% 602
2021
Q3 		$140K Buy
2,979
+65
+2% +$2.85K 0.01% 579
2021
Q2 		$134K Sell
2,914
-3
-0.1% -$142 0.01% 573
2021
Q1 		$129K Sell
2,917
-25,036
-90% -$1.04M 0.01% 563
2020
Q4 		$1,000K Sell
27,953
-1,406
-5% -$44.1K 0.05% 299
2020
Q3 		$742K Sell
29,359
-1,023
-3% -$25.9K 0.04% 320
2020
Q2 		$767K Buy
30,382
+25,822
+566% +$586K 0.04% 314
2020
Q1 		$85.8K Sell
4,560
-42,455
-90% -$1.39M 0.01% 513
2019
Q4 		$1.91M Buy
+47,015
New +$1.76M 0.11% 185

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

TD Private Client Wealth's CFG Position: Q2 2026 in Review

TD Private Client Wealth increased its Citizens Financial Group (CFG) stake by 3.6% in Q2 2026, buying an estimated $24.5K and bringing the position to 10,931 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #415.

TD Private Client Wealth first reported a position in CFG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.91M in Q4 2019. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • TD Private Client Wealth held 10,931 shares of Citizens Financial Group worth $766K as of Q2 2026.
  • TD Private Client Wealth bought 380 Citizens Financial Group shares in Q2 2026, an estimated $24.5K.
  • Citizens Financial Group made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #415 holding.
  • TD Private Client Wealth first reported a position in Citizens Financial Group in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Citizens Financial Group position peaked at $1.91M in Q4 2019.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.