Center for Financial Planning’s Citizens Financial Group CFG Stock Holding History

Center for 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	$3.01K	Hold	43	–	–	﹤0.01%	567
2026 Q1	$2.58K	Hold	43	–	–	﹤0.01%	564
2025 Q4	$2.51K	Hold	43	–	–	﹤0.01%	601
2025 Q3	$2.29K	Hold	43	–	–	﹤0.01%	587
2025 Q2	$1.93K	Hold	43	–	–	﹤0.01%	563
2025 Q1	$1.76K	Hold	43	–	–	﹤0.01%	594
2024 Q4	$1.88K	Hold	43	–	–	﹤0.01%	543
2024 Q3	$1.77K	Hold	43	–	–	﹤0.01%	502
2024 Q2	$1.55K	Hold	43	–	–	﹤0.01%	512
2024 Q1	$1.56K	Hold	43	–	–	﹤0.01%	539
2023 Q4	$1.43K	Buy	+43	New	+$1.18K	﹤0.01%	472
2020 Q2	–	Sell	-146	Closed	-$3K	–	476
2020 Q1	$3K	Buy	+146	New	+$4.76K	﹤0.01%	454

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

Center for Financial Planning's CFG Position: Q2 2026 in Review

Center for Financial Planning held its Citizens Financial Group (CFG) position steady in Q2 2026 at 43 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Center for Financial Planning first reported a position in CFG in Q1 2020 and has held it in 12 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Center for Financial Planning held 43 shares of Citizens Financial Group worth $3.01K as of Q2 2026.
Center for Financial Planning left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #567 holding.
Center for Financial Planning first reported a position in Citizens Financial Group in Q1 2020 and has held it in 12 quarters since.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.