Abound Wealth Management
- SEC CIK
- 0001950323
- Latest filing
- Jul 10, 2026
CFG holding history
Citizens Financial Group Inc in every 13F filed by Abound Wealth Management, 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 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −67−100.0% | Sold out | Holders |
| Q1 2025 | 67 | $2.75K | <0.1% | −4−5.6% | Reduced | Holders |
| Q4 2024 | 71 | $3.11K | <0.1% | −27−27.6% | Reduced | Holders |
| Q3 2024 | 98 | $4.04K | <0.1% | +67+216.1% | Added | Holders |
| Q2 2024 | 31 | $1.13K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 31 | $1.14K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 31 | $1.04K | <0.1% | −15−32.6% | Reduced | Holders |
| Q3 2023 | 46 | $1.24K | <0.1% | −7−13.2% | Reduced | Holders |
| Q2 2023 | 53 | $1.37K | <0.1% | +22+71.0% | Added | Holders |
| Q1 2023 | 31 | $952 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 31 | $1.23K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 31 | $1.08K | <0.1% | +31 | New | Holders |