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Evolve Private Wealth, LLC

SEC CIK
0002111131
Latest filing
Aug 12, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by Evolve Private Wealth, 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)
12,217
Value
$856.1K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of CFG by Evolve Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,217$856.1K0.1%−6,552−34.9%ReducedHolders
Q1 202618,769$1.13M0.1%+1,329+7.6%AddedHolders
Q4 202517,440$1.02M0.1%–No prior filingHolders