Litman Gregory Wealth Management’s Citizens Financial Group CFG Stock Holding History

Litman Gregory 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
2025 Q4	$1.29K	Buy	+22	New	+$1.18K	﹤0.01%	314

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Litman Gregory Wealth Management's CFG Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Citizens Financial Group (CFG) in Q4 2025: 22 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings.

967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

Litman Gregory Wealth Management held 22 shares of Citizens Financial Group worth $1.29K as of Q4 2025.
Citizens Financial Group was a new Litman Gregory Wealth Management position in Q4 2025.
Citizens Financial Group made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #314 holding.
967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.