CPG
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Cornerstone Planning Group’s Citizens Financial Group CFG Stock Holding History

Cornerstone Planning Group’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 		$24.3K Sell
335
-5
-1% -$322 ﹤0.01% 605
2026
Q1 		$21.8K Buy
340
+94
+38% +$5.78K ﹤0.01% 637
2025
Q4 		$15.5K Buy
246
+6
+3% +$322 ﹤0.01% 658
2025
Q3 		$12.1K Buy
240
+125
+109% +$6.22K ﹤0.01% 724
2025
Q2 		$5.44K Sell
115
-121
-51% -$4.76K ﹤0.01% 701
2025
Q1 		$8.61K Buy
236
+133
+129% +$5.93K ﹤0.01% 614
2024
Q4 		$4.9K Sell
103
-7
-6% -$310 ﹤0.01% 585
2024
Q3 		$4.65K Buy
110
+14
+15% +$566 ﹤0.01% 582
2024
Q2 		$3.68K Sell
96
-5
-5% -$174 ﹤0.01% 637
2024
Q1 		$3.58K Buy
101
+14
+16% +$459 ﹤0.01% 573
2023
Q4 		$2.88K Hold
87
– – ﹤0.01% 583
2023
Q3 		$2.33K Sell
87
-180
-67% -$5.15K ﹤0.01% 624
2023
Q2 		$6.96K Buy
+267
New +$7.36K ﹤0.01% 779

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cornerstone Planning Group's CFG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Citizens Financial Group (CFG) stake by 1.5% in Q2 2026, selling an estimated $322 and leaving 335 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Cornerstone Planning Group first reported a position in CFG in Q2 2023 and has held it in 13 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cornerstone Planning Group held 335 shares of Citizens Financial Group worth $24.3K as of Q2 2026.
  • Cornerstone Planning Group sold 5 Citizens Financial Group shares in Q2 2026, an estimated $322.
  • Citizens Financial Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #605 holding.
  • Cornerstone Planning Group first reported a position in Citizens Financial Group in Q2 2023 and has held it in 13 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.