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Wedbush Securities’s Citizens Financial Group CFG Stock Holding History

Wedbush Securities’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 		$206K Buy
+2,933
New +$189K 0.01% 1203
2023
Q1 		– Sell
-8,845
Closed -$348K – 1084
2022
Q4 		$348K Buy
8,845
+90
+1% +$3.51K 0.02% 668
2022
Q3 		$301K Buy
8,755
+940
+12% +$34.8K 0.02% 724
2022
Q2 		$279K Buy
7,815
+190
+2% +$7.5K 0.02% 774
2022
Q1 		$346K Buy
+7,625
New +$392K 0.02% 738
2018
Q3 		– Sell
-38,264
Closed -$1.49M – 907
2018
Q2 		$1.49M Buy
38,264
+7,176
+23% +$299K 0.18% 126
2018
Q1 		$1.3M Sell
31,088
-6,402
-17% -$287K 0.17% 135
2017
Q4 		$1.57M Sell
37,490
-1,019
-3% -$39.9K 0.19% 113
2017
Q3 		$1.46M Sell
38,509
-364
-0.9% -$12.7K 0.19% 112
2017
Q2 		$1.39M Buy
38,873
+306
+0.8% +$10.8K 0.18% 122
2017
Q1 		$1.33M Buy
+38,567
New +$1.41M 0.18% 119

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

Wedbush Securities's CFG Position: Q2 2026 in Review

Wedbush Securities opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2,933 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #1203 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in CFG as recently as Q4 2022.

Wedbush Securities first reported a position in CFG in Q1 2017 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2017. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Wedbush Securities held 2,933 shares of Citizens Financial Group worth $206K as of Q2 2026.
  • Citizens Financial Group was a new Wedbush Securities position in Q2 2026.
  • Citizens Financial Group made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1203 holding.
  • Wedbush Securities first reported a position in Citizens Financial Group in Q1 2017 and has held it in 11 quarters since.
  • Wedbush Securities's Citizens Financial Group position peaked at $1.57M in Q4 2017.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.