Cornerstone Planning Group
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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
Q3 		– Sell
-335
Closed -$24.3K – 421
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Cornerstone Planning Group's CFG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Citizens Financial Group (CFG) in Q3 2026, closing a stake of 335 shares — an estimated $24.3K sold.

Cornerstone Planning Group first reported a position in CFG in Q2 2023 and held it in 13 quarters. The position peaked at $24.3K in Q2 2026. 266 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Citizens Financial Group position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 335 Citizens Financial Group shares in Q3 2026, an estimated $24.3K.
  • Cornerstone Planning Group first reported a position in Citizens Financial Group in Q2 2023 and held it in 13 quarters.
  • Cornerstone Planning Group's Citizens Financial Group position peaked at $24.3K in Q2 2026.
  • 266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.