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True Wealth Design’s Citizens Financial Group CFG Stock Holding History

True Wealth Design’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 		$93.1K Buy
1,329
+592
+80% +$38.2K 0.02% 273
2026
Q1 		$44.2K Buy
737
+24
+3% +$1.48K 0.01% 443
2025
Q4 		$41.6K Buy
713
+128
+22% +$6.88K 0.01% 382
2025
Q3 		$31.1K Buy
585
+526
+892% +$26.2K 0.01% 445
2025
Q2 		$2.64K Sell
59
-2,873
-98% -$113K ﹤0.01% 1062
2025
Q1 		$120K Buy
2,932
+42
+1% +$1.87K 0.05% 70
2024
Q4 		$126K Buy
2,890
+275
+11% +$12.2K 0.05% 48
2024
Q3 		$107K Buy
+2,615
New +$106K 0.04% 56

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

True Wealth Design's CFG Position: Q2 2026 in Review

True Wealth Design increased its Citizens Financial Group (CFG) stake by 80% in Q2 2026, buying an estimated $38.2K and bringing the position to 1,329 shares worth $93.1K. The position accounts for 0.02% of the portfolio, ranked #273.

True Wealth Design first reported a position in CFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $126K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • True Wealth Design held 1,329 shares of Citizens Financial Group worth $93.1K as of Q2 2026.
  • True Wealth Design bought 592 Citizens Financial Group shares in Q2 2026, an estimated $38.2K.
  • Citizens Financial Group made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #273 holding.
  • True Wealth Design first reported a position in Citizens Financial Group in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Citizens Financial Group position peaked at $126K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.