Compass Financial Management’s Citizens Financial Group CFG Stock Holding History

Compass Financial 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 Q2	$257K	Buy	+3,488	New	+$225K	0.03%	375

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Compass Financial Management's CFG Position: Q2 2026 in Review

Compass Financial Management opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,488 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #375 among its holdings.

1,040 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Compass Financial Management held 3,488 shares of Citizens Financial Group worth $257K as of Q2 2026.
Citizens Financial Group was a new Compass Financial Management position in Q2 2026.
Citizens Financial Group made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #375 holding.
1,040 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.