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Decker Retirement Planning’s Citizens Financial Group CFG Stock Holding History

Decker Retirement Planning’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 		$14.4K Hold
205
– – ﹤0.01% 196
2026
Q1 		$12.3K Hold
205
– – 0.01% 161
2025
Q4 		$12K Hold
205
– – 0.01% 157
2025
Q3 		$10.9K Hold
205
– – 0.01% 155
2025
Q2 		$9.17K Hold
205
– – 0.01% 173
2025
Q1 		$8.4K Hold
205
– – 0.01% 128
2024
Q4 		$8.97K Buy
+205
New +$9.06K 0.01% 275

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

Decker Retirement Planning's CFG Position: Q2 2026 in Review

Decker Retirement Planning held its Citizens Financial Group (CFG) position steady in Q2 2026 at 205 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Decker Retirement Planning first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Decker Retirement Planning held 205 shares of Citizens Financial Group worth $14.4K as of Q2 2026.
  • Decker Retirement Planning left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #196 holding.
  • Decker Retirement Planning first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.