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

Wealth Enhancement Trust 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
Q2 		$92.8K Buy
1,325
+390
+42% +$25.1K 0.01% 381
2026
Q1 		$56.1K Hold
935
– – 0.01% 438
2025
Q4 		$54.6K Buy
+935
New +$50.2K 0.01% 422

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealth Enhancement Trust Services's CFG Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Citizens Financial Group (CFG) stake by 42% in Q2 2026, buying an estimated $25.1K and bringing the position to 1,325 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #381.

Wealth Enhancement Trust Services first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,325 shares of Citizens Financial Group worth $92.8K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 390 Citizens Financial Group shares in Q2 2026, an estimated $25.1K.
  • Citizens Financial Group made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #381 holding.
  • Wealth Enhancement Trust Services first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 820 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.