Creative Financial Designs’s Citizens Financial Group CFG Stock Holding History

Creative Financial Designs’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	$12K	Hold	171	–	–	﹤0.01%	1471
2026 Q1	$10.3K	Hold	171	–	–	﹤0.01%	1401
2025 Q4	$9.99K	Hold	171	–	–	﹤0.01%	1359
2025 Q3	$9.09K	Hold	171	–	–	﹤0.01%	1393
2025 Q2	$7.65K	Sell	171 -5	-3%	-$197	﹤0.01%	1411
2025 Q1	$7.21K	Buy	176 +5	+3%	+$223	﹤0.01%	1379
2024 Q4	$7.48K	Sell	171 -18	-10%	-$796	﹤0.01%	1325
2024 Q3	$7.76K	Sell	189 -21	-10%	-$849	﹤0.01%	1269
2024 Q2	$7.57K	Hold	210	–	–	﹤0.01%	1229
2024 Q1	$7.62K	Hold	210	–	–	﹤0.01%	1216
2023 Q4	$6.96K	Hold	210	–	–	﹤0.01%	1189
2023 Q3	$5.63K	Hold	210	–	–	﹤0.01%	1161
2023 Q2	$5.48K	Hold	210	–	–	﹤0.01%	1160
2023 Q1	$6.38K	Hold	210	–	–	﹤0.01%	1060
2022 Q4	$8.27K	Hold	210	–	–	﹤0.01%	934
2022 Q3	$7K	Hold	210	–	–	﹤0.01%	954
2022 Q2	$8K	Buy	+210	New	+$8.29K	﹤0.01%	901
2019 Q1	–	Sell	-51	Closed	-$1.77K	–	570
2018 Q4	$2K	Sell	51 -2	-4%	-$70	﹤0.01%	502
2018 Q3	$2K	Sell	53 -33	-38%	-$1.33K	﹤0.01%	633
2018 Q2	$3K	Hold	86	–	–	﹤0.01%	604
2018 Q1	$4K	Hold	86	–	–	﹤0.01%	510
2017 Q4	$4K	Hold	86	–	–	﹤0.01%	516
2017 Q3	$3K	Hold	86	–	–	﹤0.01%	577
2017 Q2	$3K	Hold	86	–	–	﹤0.01%	583
2017 Q1	$3K	Buy	86 +80	+1,333%	+$2.92K	﹤0.01%	546
2016 Q4	$0	Buy	+6	New	+$182	﹤0.01%	723

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Financial Designs's CFG Position: Q2 2026 in Review

Creative Financial Designs held its Citizens Financial Group (CFG) position steady in Q2 2026 at 171 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Creative Financial Designs first reported a position in CFG in Q4 2016 and has held it in 26 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Creative Financial Designs held 171 shares of Citizens Financial Group worth $12K as of Q2 2026.
Creative Financial Designs left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1471 holding.
Creative Financial Designs first reported a position in Citizens Financial Group in Q4 2016 and has held it in 26 quarters since.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.