Creative Planning’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.2M | Buy |
404,143
+74,727
| +23% | +$4.59M | 0.02% | 369 |
|
|
2025
Q4 | $19.2M | Buy |
329,416
+71,530
| +28% | +$3.84M | 0.01% | 399 |
|
|
2025
Q3 | $13.7M | Buy |
257,886
+33,396
| +15% | +$1.66M | 0.01% | 465 |
|
|
2025
Q2 | $10M | Buy |
224,490
+10,835
| +5% | +$426K | 0.01% | 511 |
|
|
2025
Q1 | $8.75M | Buy |
213,655
+11,739
| +6% | +$524K | 0.01% | 531 |
|
|
2024
Q4 | $8.84M | Sell |
201,916
-6,560
| -3% | -$290K | 0.01% | 487 |
|
|
2024
Q3 | $8.56M | Buy |
208,476
+2,245
| +1% | +$90.7K | 0.01% | 483 |
|
|
2024
Q2 | $7.43M | Buy |
206,231
+9,763
| +5% | +$340K | 0.01% | 502 |
|
|
2024
Q1 | $7.13M | Buy |
196,468
+3,723
| +2% | +$122K | 0.01% | 503 |
|
|
2023
Q4 | $6.39M | Sell |
192,745
-1,386
| -0.7% | -$38.1K | 0.01% | 506 |
|
|
2023
Q3 | $5.2M | Sell |
194,131
-11,488
| -6% | -$328K | 0.01% | 522 |
|
|
2023
Q2 | $5.36M | Buy |
205,619
+138,385
| +206% | +$3.81M | 0.01% | 503 |
|
|
2023
Q1 | $2.04M | Sell |
67,234
-11,544
| -15% | -$452K | ﹤0.01% | 769 |
|
|
2022
Q4 | $3.1M | Buy |
78,778
+9,584
| +14% | +$374K | ﹤0.01% | 606 |
|
|
2022
Q3 | $2.38M | Buy |
69,194
+22,977
| +50% | +$850K | ﹤0.01% | 641 |
|
|
2022
Q2 | $1.65M | Buy |
46,217
+7,344
| +19% | +$290K | ﹤0.01% | 783 |
|
|
2022
Q1 | $1.76M | Buy |
38,873
+9,894
| +34% | +$509K | ﹤0.01% | 756 |
|
|
2021
Q4 | $1.37M | Buy |
28,979
+2,238
| +8% | +$108K | ﹤0.01% | 818 |
|
|
2021
Q3 | $1.26M | Buy |
26,741
+7,388
| +38% | +$324K | ﹤0.01% | 849 |
|
|
2021
Q2 | $888K | Sell |
19,353
-13,585
| -41% | -$641K | ﹤0.01% | 988 |
|
|
2021
Q1 | $1.45M | Buy |
32,938
+11,395
| +53% | +$474K | ﹤0.01% | 850 |
|
|
2020
Q4 | $770K | Sell |
21,543
-470
| -2% | -$14.7K | ﹤0.01% | 1077 |
|
|
2020
Q3 | $556K | Sell |
22,013
-12,581
| -36% | -$319K | ﹤0.01% | 1084 |
|
|
2020
Q2 | $873K | Sell |
34,594
-20,153
| -37% | -$457K | ﹤0.01% | 791 |
|
|
2020
Q1 | $1.03M | Buy |
54,747
+30,095
| +122% | +$982K | ﹤0.01% | 635 |
|
|
2019
Q4 | $1M | Buy |
24,652
+578
| +2% | +$21.6K | ﹤0.01% | 790 |
|
|
2019
Q3 | $851K | Sell |
24,074
-654
| -3% | -$22.8K | ﹤0.01% | 831 |
|
|
2019
Q2 | $874K | Buy |
24,728
+690
| +3% | +$24.1K | ﹤0.01% | 810 |
|
|
2019
Q1 | $781K | Buy |
24,038
+1,272
| +6% | +$44.1K | ﹤0.01% | 828 |
|
|
2018
Q4 | $677K | Buy |
22,766
+9,038
| +66% | +$317K | ﹤0.01% | 822 |
|
|
2018
Q3 | $529K | Sell |
13,728
-310
| -2% | -$12.5K | ﹤0.01% | 1046 |
|
|
2018
Q2 | $546K | Buy |
14,038
+448
| +3% | +$18.7K | ﹤0.01% | 1024 |
|
|
2018
Q1 | $571K | Sell |
13,590
-709
| -5% | -$31.8K | ﹤0.01% | 1014 |
|
|
2017
Q4 | $600K | Buy |
14,299
+557
| +4% | +$21.8K | ﹤0.01% | 969 |
|
|
2017
Q3 | $520K | Buy |
13,742
+1,356
| +11% | +$47.4K | ﹤0.01% | 1042 |
|
|
2017
Q2 | $442K | Sell |
12,386
-38
| -0.3% | -$1.35K | ﹤0.01% | 1077 |
|
|
2017
Q1 | $429K | Buy |
12,424
+717
| +6% | +$26.2K | ﹤0.01% | 1069 |
|
|
2016
Q4 | $417K | Sell |
11,707
-133
| -1% | -$4.03K | ﹤0.01% | 1017 |
|
|
2016
Q3 | $293K | Buy |
11,840
+11,736
| +11,285% | +$270K | ﹤0.01% | 1195 |
|
|
2016
Q2 | $2K | Buy |
104
+56
| +117% | +$1.24K | ﹤0.01% | 3989 |
|
|
2016
Q1 | $1K | Sell |
48
-443
| -90% | -$9.39K | ﹤0.01% | 4091 |
|
|
2015
Q4 | $13K | Buy |
+491
| New | +$12.4K | ﹤0.01% | 3108 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$27K | – | 1402 |
|
|
2015
Q1 | $27K | Buy |
+1,100
| New | +$27K | ﹤0.01% | 2472 |
|
Other funds holding CFG
VCM
VPM
Creative Planning's CFG Position: Q1 2026 in Review
Creative Planning increased its Citizens Financial Group (CFG) stake by 23% in Q1 2026, buying an estimated $4.59M and bringing the position to 404,143 shares worth $24.2M. The position accounts for 0.02% of the portfolio, ranked #369.
Creative Planning first reported a position in CFG in Q1 2015 and has held it in 43 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.
- Creative Planning held 404,143 shares of Citizens Financial Group worth $24.2M as of Q1 2026.
- Creative Planning bought 74,727 Citizens Financial Group shares in Q1 2026, an estimated $4.59M.
- Citizens Financial Group made up 0.02% of Creative Planning's portfolio in Q1 2026, its #369 holding.
- Creative Planning first reported a position in Citizens Financial Group in Q1 2015 and has held it in 43 quarters since.
- 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.