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 Q3	$3.7K	Buy	58 +2	+4%	+$141	﹤0.01%	477
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

DiNuzzo Private Wealth's CFG Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Citizens Financial Group (CFG) stake by 3.6% in Q3 2026, buying an estimated $141 and bringing the position to 58 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

DiNuzzo Private Wealth first reported a position in CFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.92K in Q2 2026. 139 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

DiNuzzo Private Wealth held 58 shares of Citizens Financial Group worth $3.7K as of Q3 2026.
DiNuzzo Private Wealth bought 2 Citizens Financial Group shares in Q3 2026, an estimated $141.
Citizens Financial Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #477 holding.
DiNuzzo Private Wealth first reported a position in Citizens Financial Group in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Citizens Financial Group position peaked at $3.92K in Q2 2026.
139 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.