LifeSteps Financial’s Citizens Financial Group CFG Stock Holding History

LifeSteps Financial’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	$2.8K	Buy	+40	New	+$2.58K	﹤0.01%	629

Other funds holding CFG

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

LifeSteps Financial's CFG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Citizens Financial Group (CFG) in Q2 2026: 40 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #629 among its holdings.

401 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

LifeSteps Financial held 40 shares of Citizens Financial Group worth $2.8K as of Q2 2026.
Citizens Financial Group was a new LifeSteps Financial position in Q2 2026.
Citizens Financial Group made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #629 holding.
401 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.