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Twin Peaks Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-438
Closed -$26.3K – 574
2026
Q1 		$26.3K Buy
+438
New +$26.9K 0.01% 619
2025
Q3 		– Sell
-225
Closed -$10.8K – 504
2025
Q2 		$10.8K Buy
+225
New +$8.86K ﹤0.01% 902

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

Twin Peaks Wealth Advisors's CFG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 438 shares — an estimated $26.3K sold.

Twin Peaks Wealth Advisors first reported a position in CFG in Q2 2025 and held it in 2 quarters. The position peaked at $26.3K in Q1 2026. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 438 Citizens Financial Group shares in Q2 2026, an estimated $26.3K.
  • Twin Peaks Wealth Advisors first reported a position in Citizens Financial Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Citizens Financial Group position peaked at $26.3K in Q1 2026.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.