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Wealthspire Advisors (New York)’s Citizens Financial Group CFG Stock Holding History

Wealthspire Advisors (New York)’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 		$770K Buy
10,991
+630
+6% +$40.6K ﹤0.01% 634
2026
Q1 		$621K Sell
10,361
-4,702
-31% -$289K ﹤0.01% 517
2025
Q4 		$880K Buy
15,063
+4,211
+39% +$226K 0.01% 456
2025
Q3 		$577K Sell
10,852
-718
-6% -$35.7K ﹤0.01% 500
2025
Q2 		$518K Buy
11,570
+257
+2% +$10.1K ﹤0.01% 532
2025
Q1 		$463K Sell
11,313
-309
-3% -$13.8K ﹤0.01% 530
2024
Q4 		$509K Buy
11,622
+1,001
+9% +$44.3K 0.01% 510
2024
Q3 		$436K Buy
10,621
+205
+2% +$8.28K ﹤0.01% 524
2024
Q2 		$375K Sell
10,416
-451
-4% -$15.7K ﹤0.01% 486
2024
Q1 		$394K Sell
10,867
-204
-2% -$6.69K 0.01% 467
2023
Q4 		$367K Buy
11,071
+439
+4% +$12.1K 0.01% 473
2023
Q3 		$285K Buy
10,632
+573
+6% +$16.4K ﹤0.01% 497
2023
Q2 		$262K Buy
10,059
+116
+1% +$3.2K ﹤0.01% 478
2023
Q1 		$302K Sell
9,943
-281
-3% -$11K 0.01% 441
2022
Q4 		$403K Buy
10,224
+1,651
+19% +$64.5K 0.01% 406
2022
Q3 		$295K Buy
8,573
+86
+1% +$3.18K 0.01% 418
2022
Q2 		$303K Buy
8,487
+371
+5% +$14.6K 0.01% 397
2022
Q1 		$368K Sell
8,116
-10,438
-56% -$537K 0.01% 322
2021
Q4 		$877K Buy
18,554
+4,341
+31% +$209K 0.02% 247
2021
Q3 		$668K Buy
14,213
+5,690
+67% +$250K 0.01% 306
2021
Q2 		$391K Sell
8,523
-11,249
-57% -$531K 0.01% 255
2021
Q1 		$873K Buy
19,772
+897
+5% +$37.3K 0.02% 284
2020
Q4 		$675K Buy
+18,875
New +$592K 0.02% 258
2020
Q2 		– Sell
-17,602
Closed -$331K – 312
2020
Q1 		$331K Buy
+17,602
New +$574K 0.01% 361
2019
Q1 		– Sell
-335
Closed -$10K – 175
2018
Q4 		$10K Buy
+335
New +$11.7K ﹤0.01% 494

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s CFG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Citizens Financial Group (CFG) stake by 6.1% in Q2 2026, buying an estimated $40.6K and bringing the position to 10,991 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Wealthspire Advisors (New York) first reported a position in CFG in Q4 2018 and has held it in 25 quarters since. The position peaked at $880K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Wealthspire Advisors (New York) held 10,991 shares of Citizens Financial Group worth $770K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 630 Citizens Financial Group shares in Q2 2026, an estimated $40.6K.
  • Citizens Financial Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #634 holding.
  • Wealthspire Advisors (New York) first reported a position in Citizens Financial Group in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Citizens Financial Group position peaked at $880K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.