Buckingham Strategic Wealth’s Citizens Financial Group CFG Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$207K	Buy	+5,745	New	+$200K	﹤0.01%	701

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buckingham Strategic Wealth's CFG Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Citizens Financial Group (CFG) in Q2 2024: 5,745 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings.

758 funds tracked by Wall St. Rank hold CFG as of Q2 2024.

Buckingham Strategic Wealth held 5,745 shares of Citizens Financial Group worth $207K as of Q2 2024.
Citizens Financial Group was a new Buckingham Strategic Wealth position in Q2 2024.
Citizens Financial Group made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #701 holding.
758 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.