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Jackson Thornton Wealth Management’s Citizens Financial Group CFG Stock Holding History

Jackson Thornton Wealth Management’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 		$472K Buy
7,352
+358
+5% +$22K 0.04% 113
2025
Q4 		$435K Buy
+6,994
New +$376K 0.04% 132

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Jackson Thornton Wealth Management's CFG Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Citizens Financial Group (CFG) stake by 5.1% in Q1 2026, buying an estimated $22K and bringing the position to 7,352 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #113.

Jackson Thornton Wealth Management first reported a position in CFG in Q4 2025 and has held it in 2 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Jackson Thornton Wealth Management held 7,352 shares of Citizens Financial Group worth $472K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 358 Citizens Financial Group shares in Q1 2026, an estimated $22K.
  • Citizens Financial Group made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Jackson Thornton Wealth Management first reported a position in Citizens Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.