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Journey Strategic Wealth’s Citizens Financial Group CFG Stock Holding History

Journey Strategic 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
Q1 		$326K Buy
5,430
+1,448
+36% +$89K 0.01% 503
2025
Q4 		$233K Buy
+3,982
New +$214K 0.01% 629

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

Journey Strategic Wealth's CFG Position: Q1 2026 in Review

Journey Strategic Wealth increased its Citizens Financial Group (CFG) stake by 36% in Q1 2026, buying an estimated $89K and bringing the position to 5,430 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #503.

Journey Strategic Wealth first reported a position in CFG in Q4 2025 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Journey Strategic Wealth held 5,430 shares of Citizens Financial Group worth $326K as of Q1 2026.
  • Journey Strategic Wealth bought 1,448 Citizens Financial Group shares in Q1 2026, an estimated $89K.
  • Citizens Financial Group made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #503 holding.
  • Journey Strategic Wealth first reported a position in Citizens Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.