Action Point Financial Planning’s Citizens Financial Group CFG Stock Holding History

Action Point Financial Planning’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	$88.6K	Buy	+1,268	New	+$81.8K	0.01%	637

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Action Point Financial Planning's CFG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Citizens Financial Group (CFG) in Q2 2026: 1,268 shares worth $88.6K. The stake represents 0.01% of the portfolio and ranks #637 among its holdings.

1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Action Point Financial Planning held 1,268 shares of Citizens Financial Group worth $88.6K as of Q2 2026.
Citizens Financial Group was a new Action Point Financial Planning position in Q2 2026.
Citizens Financial Group made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #637 holding.
1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.