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Virtus Wealth Solutions’s Citizens Financial Group CFG Stock Holding History

Virtus Wealth Solutions’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 		$224K Sell
3,190
-3,128
-50% -$202K 0.03% 50
2026
Q1 		$379K Buy
+6,318
New +$388K 0.07% 46

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

Virtus Wealth Solutions's CFG Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its Citizens Financial Group (CFG) stake by 50% in Q2 2026, selling an estimated $202K and leaving 3,190 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #50.

Virtus Wealth Solutions first reported a position in CFG in Q1 2026 and has held it in 2 quarters since. The position peaked at $379K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Virtus Wealth Solutions held 3,190 shares of Citizens Financial Group worth $224K as of Q2 2026.
  • Virtus Wealth Solutions sold 3,128 Citizens Financial Group shares in Q2 2026, an estimated $202K.
  • Citizens Financial Group made up 0.03% of Virtus Wealth Solutions's portfolio in Q2 2026, its #50 holding.
  • Virtus Wealth Solutions first reported a position in Citizens Financial Group in Q1 2026 and has held it in 2 quarters since.
  • Virtus Wealth Solutions's Citizens Financial Group position peaked at $379K in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.