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DiNuzzo Private Wealth’s Citizens Financial Group CFG Stock Holding History

DiNuzzo Private Wealth’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 		$3.92K Hold
56
– – ﹤0.01% 466
2026
Q1 		$3.36K Hold
56
– – ﹤0.01% 481
2025
Q4 		$3.27K Hold
56
– – ﹤0.01% 480
2025
Q3 		$2.93K Hold
56
– – ﹤0.01% 511
2025
Q2 		$2.51K Sell
56
-3
-5% -$118 ﹤0.01% 545
2025
Q1 		$2.42K Buy
59
+7
+13% +$312 ﹤0.01% 527
2024
Q4 		$2.28K Buy
52
+6
+13% +$265 ﹤0.01% 552
2024
Q3 		$1.89K Buy
46
+1
+2% +$40 ﹤0.01% 637
2024
Q2 		$1.62K Buy
45
+9
+25% +$314 ﹤0.01% 594
2024
Q1 		$1.31K Buy
36
+3
+9% +$98 ﹤0.01% 632
2023
Q4 		$1.09K Buy
+33
New +$908 ﹤0.01% 664

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

DiNuzzo Private Wealth's CFG Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Citizens Financial Group (CFG) position steady in Q2 2026 at 56 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

DiNuzzo Private Wealth first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • DiNuzzo Private Wealth held 56 shares of Citizens Financial Group worth $3.92K as of Q2 2026.
  • DiNuzzo Private Wealth left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #466 holding.
  • DiNuzzo Private Wealth first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.