Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Citizens Financial Group CFG Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$13.9M Buy
235,016
+36,197
+18% +$2.55M 0.02% 604
2026
Q2 		$13.1M Buy
198,819
+17,720
+10% +$1.14M 0.02% 567
2026
Q1 		$10.4M Sell
181,099
-45,106
-20% -$2.77M 0.02% 569
2025
Q4 		$14.1M Buy
226,205
+13,691
+6% +$736K 0.02% 586
2025
Q3 		$11.3M Sell
212,514
-515
-0.2% -$25.6K 0.02% 610
2025
Q2 		$10.2M Sell
213,029
-41,029
-16% -$1.61M 0.02% 623
2025
Q1 		$10.4M Sell
254,058
-4,565
-2% -$204K 0.02% 565
2024
Q4 		$11.3M Buy
258,623
+154,404
+148% +$6.83M 0.02% 523
2024
Q3 		$4.28M Buy
104,219
+27,152
+35% +$1.1M 0.01% 775
2024
Q2 		$2.78M Buy
77,067
+3,295
+4% +$115K 0.01% 876
2024
Q1 		$2.68M Sell
73,772
-158
-0.2% -$5.18K 0.01% 847
2023
Q4 		$2.45M Sell
73,930
-2,622
-3% -$72.2K 0.01% 842
2023
Q3 		$2.05M Buy
+76,552
New +$2.19M 0.01% 851
2021
Q3 		– Sell
-107,919
Closed -$4.84M – 293
2021
Q2 		$4.84M Buy
+107,919
New +$5.09M 0.08% 102
2020
Q1 		– Sell
-59,179
Closed -$2.4M – 225
2019
Q4 		$2.4M Buy
+59,179
New +$2.22M 0.08% 97
2019
Q2 		– Sell
-36,819
Closed -$1.33M – 210
2019
Q1 		$1.33M Sell
36,819
-3,948
-10% -$137K 0.08% 109
2018
Q4 		$1.44M Buy
+40,767
New +$1.43M 0.09% 82
2018
Q2 		– Sell
-69,615
Closed -$3.01M – 166
2018
Q1 		$3.01M Buy
+69,615
New +$3.13M 0.2% 49

Other funds holding CFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's CFG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Citizens Financial Group (CFG) stake by 18% in Q3 2026, buying an estimated $2.55M and bringing the position to 235,016 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #604.

Wealth Enhancement Advisory Services first reported a position in CFG in Q1 2018 and has held it in 18 quarters since. The position peaked at $14.1M in Q4 2025. 917 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 235,016 shares of Citizens Financial Group worth $13.9M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 36,197 Citizens Financial Group shares in Q3 2026, an estimated $2.55M.
  • Citizens Financial Group made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #604 holding.
  • Wealth Enhancement Advisory Services first reported a position in Citizens Financial Group in Q1 2018 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Citizens Financial Group position peaked at $14.1M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.