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
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 $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

JPL Wealth Management's CFG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Citizens Financial Group (CFG) in Q1 2026: 276 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CFG as recently as Q3 2025.

JPL Wealth Management first reported a position in CFG in Q3 2025 and has held it in 2 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • JPL Wealth Management held 276 shares of Citizens Financial Group worth $16.6K as of Q1 2026.
  • Citizens Financial Group was a new JPL Wealth Management position in Q1 2026.
  • Citizens Financial Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #432 holding.
  • JPL Wealth Management first reported a position in Citizens Financial Group in Q3 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 JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.