Decker Retirement Planning
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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
Q3 		– Sell
-205
Closed -$14.4K – 388
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

Decker Retirement Planning's CFG Position: Q3 2026 in Review

Decker Retirement Planning sold out of Citizens Financial Group (CFG) in Q3 2026, closing a stake of 205 shares — an estimated $14.4K sold.

Decker Retirement Planning first reported a position in CFG in Q4 2024 and held it in 7 quarters. The position peaked at $14.4K in Q2 2026. 368 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Decker Retirement Planning reported no remaining Citizens Financial Group position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 205 Citizens Financial Group shares in Q3 2026, an estimated $14.4K.
  • Decker Retirement Planning first reported a position in Citizens Financial Group in Q4 2024 and held it in 7 quarters.
  • Decker Retirement Planning's Citizens Financial Group position peaked at $14.4K in Q2 2026.
  • 368 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.