Align Financial’s Citizens Financial Group CFG Stock Holding History

Align Financial’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	$510	Buy	+8	New	+$563	﹤0.01%	479

Other funds holding CFG

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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Align Financial's CFG Position: Q3 2026 in Review

Align Financial opened a new position in Citizens Financial Group (CFG) in Q3 2026: 8 shares worth $510. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

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

Align Financial held 8 shares of Citizens Financial Group worth $510 as of Q3 2026.
Citizens Financial Group was a new Align Financial position in Q3 2026.
Citizens Financial Group made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #479 holding.
209 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.