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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
10,991
Value
$770.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CFG by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,991$770.1K<0.1%+630+6.1%AddedHolders
Q1 202610,361$621.3K<0.1%−4,702−31.2%ReducedHolders
Q4 202515,063$879.8K<0.1%+4,211+38.8%AddedHolders
Q3 202510,852$576.9K<0.1%−718−6.2%ReducedHolders
Q2 202511,570$517.8K<0.1%+257+2.3%AddedHolders
Q1 202511,313$463.5K<0.1%−309−2.7%ReducedHolders
Q4 202411,622$508.6K<0.1%+1,001+9.4%AddedHolders
Q3 202410,621$436.2K<0.1%+205+2.0%AddedHolders
Q2 202410,416$375.3K<0.1%−451−4.2%ReducedHolders
Q1 202410,867$394.4K<0.1%−204−1.8%ReducedHolders
Q4 202311,071$366.9K<0.1%+439+4.1%AddedHolders
Q3 202310,632$284.9K<0.1%+573+5.7%AddedHolders
Q2 202310,059$262.3K<0.1%+116+1.2%AddedHolders
Q1 20239,943$302.0K<0.1%−281−2.7%ReducedHolders
Q4 202210,224$402.5K<0.1%+1,651+19.3%AddedHolders
Q3 20228,573$295.0K<0.1%+86+1.0%AddedHolders
Q2 20228,487$303.0K<0.1%+371+4.6%AddedHolders
Q1 20228,116$368.0K<0.1%−10,438−56.3%ReducedHolders
Q4 202118,554$877.0K<0.1%+4,341+30.5%AddedHolders
Q3 202114,213$668.0K<0.1%+5,690+66.8%AddedHolders
Q2 20218,523$391.0K<0.1%−11,249−56.9%ReducedHolders
Q1 202119,772$873.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.