Superior Planning, LLC’s Citizens Financial Group CFG Stock Holding History

Superior Planning, LLC’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 Q3	$14.8K	Buy	+232	New	+$16.3K	0.01%	795

Other funds holding CFG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's CFG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Citizens Financial Group (CFG) in Q3 2026: 232 shares worth $14.8K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings.

784 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Superior Planning, LLC held 232 shares of Citizens Financial Group worth $14.8K as of Q3 2026.
Citizens Financial Group was a new Superior Planning, LLC position in Q3 2026.
Citizens Financial Group made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #795 holding.
784 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.