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Estate Planners Group’s Citizens Financial Group CFG Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-643
Closed -$37.5K – 128
2025
Q4 		$37.5K Buy
+643
New +$34.5K 0.02% 164

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Estate Planners Group's CFG Position: Q1 2026 in Review

Estate Planners Group sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 643 shares — an estimated $37.5K sold.

Estate Planners Group first reported a position in CFG in Q4 2025 and held it in 1 quarter. The position peaked at $37.5K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Estate Planners Group reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 643 Citizens Financial Group shares in Q1 2026, an estimated $37.5K.
  • Estate Planners Group first reported a position in Citizens Financial Group in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Citizens Financial Group position peaked at $37.5K in Q4 2025.
  • 1,020 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.