Cherry Tree Wealth Management’s Citizens Financial Group CFG Stock Holding History

Cherry Tree Wealth Management’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 Q1	$1.05K	Hold	18	–	–	﹤0.01%	537
2025 Q4	$1.02K	Hold	18	–	–	﹤0.01%	539
2025 Q3	$931	Hold	18	–	–	﹤0.01%	546
2025 Q2	$784	Sell	18 -180	-91%	-$7.08K	﹤0.01%	567
2025 Q1	$8.09K	Hold	198	–	–	﹤0.01%	459
2024 Q4	$8.64K	Hold	198	–	–	﹤0.01%	433
2024 Q3	$8.11K	Hold	198	–	–	﹤0.01%	443
2024 Q2	$7.12K	Buy	198 +180	+1,000%	+$6.28K	﹤0.01%	432
2024 Q1	$636	Hold	18	–	–	﹤0.01%	564
2023 Q4	$580	Hold	18	–	–	﹤0.01%	563
2023 Q3	$469	Hold	18	–	–	﹤0.01%	560
2023 Q2	$457	Buy	+18	New	+$496	﹤0.01%	568

Other funds holding CFG

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Cherry Tree Wealth Management's CFG Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Citizens Financial Group (CFG) position steady in Q1 2026 at 18 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Cherry Tree Wealth Management first reported a position in CFG in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.64K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Cherry Tree Wealth Management held 18 shares of Citizens Financial Group worth $1.05K as of Q1 2026.
Cherry Tree Wealth Management left its Citizens Financial Group share count unchanged in Q1 2026.
Citizens Financial Group made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #537 holding.
Cherry Tree Wealth Management first reported a position in Citizens Financial Group in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Citizens Financial Group position peaked at $8.64K in Q4 2024.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.