Cherry Tree Wealth Management
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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
Q3 		$1.12K Hold
18
– – ﹤0.01% 530
2026
Q2 		$1.23K Hold
18
– – ﹤0.01% 540
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Cherry Tree Wealth Management's CFG Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Citizens Financial Group (CFG) position steady in Q3 2026 at 18 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Cherry Tree Wealth Management first reported a position in CFG in Q2 2023 and has held it in 14 quarters since. The position peaked at $8.64K in Q4 2024. 340 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Cherry Tree Wealth Management held 18 shares of Citizens Financial Group worth $1.12K as of Q3 2026.
  • Cherry Tree Wealth Management left its Citizens Financial Group share count unchanged in Q3 2026.
  • Citizens Financial Group made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #530 holding.
  • Cherry Tree Wealth Management first reported a position in Citizens Financial Group in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Citizens Financial Group position peaked at $8.64K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.