CWG
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Cornerstone Wealth Group’s Citizens Financial Group CFG Stock Holding History

Cornerstone Wealth 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
Q1 		$217K Buy
+3,316
New +$204K 0.01% 418
2021
Q2 		– Sell
-118,087
Closed -$5.2M – 150
2021
Q1 		$5.2M Sell
118,087
-37,998
-24% -$1.58M 1.06% 18
2020
Q4 		$5.58M Buy
+156,085
New +$4.9M 1.37% 14

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Cornerstone Wealth Group's CFG Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in Citizens Financial Group (CFG) in Q1 2026: 3,316 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in CFG as recently as Q1 2021.

Cornerstone Wealth Group first reported a position in CFG in Q4 2020 and has held it in 3 quarters since. The position peaked at $5.58M in Q4 2020. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Cornerstone Wealth Group held 3,316 shares of Citizens Financial Group worth $217K as of Q1 2026.
  • Citizens Financial Group was a new Cornerstone Wealth Group position in Q1 2026.
  • Citizens Financial Group made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #418 holding.
  • Cornerstone Wealth Group first reported a position in Citizens Financial Group in Q4 2020 and has held it in 3 quarters since.
  • Cornerstone Wealth Group's Citizens Financial Group position peaked at $5.58M in Q4 2020.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.