JWM
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JPL Wealth Management’s Citizens Financial Group CFG Stock Holding History

JPL 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
Q2 		$16.3K Sell
232
-44
-16% -$2.84K ﹤0.01% 475
2026
Q1 		$16.6K Buy
+276
New +$17K ﹤0.01% 432
2025
Q4 		– Sell
-269
Closed -$14.3K – 298
2025
Q3 		$14.3K Buy
+269
New +$13.4K ﹤0.01% 472

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

JPL Wealth Management's CFG Position: Q2 2026 in Review

JPL Wealth Management reduced its Citizens Financial Group (CFG) stake by 16% in Q2 2026, selling an estimated $2.84K and leaving 232 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

JPL Wealth Management first reported a position in CFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.6K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • JPL Wealth Management held 232 shares of Citizens Financial Group worth $16.3K as of Q2 2026.
  • JPL Wealth Management sold 44 Citizens Financial Group shares in Q2 2026, an estimated $2.84K.
  • Citizens Financial Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #475 holding.
  • JPL Wealth Management first reported a position in Citizens Financial Group in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Citizens Financial Group position peaked at $16.6K in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.