MBL Wealth
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MBL Wealth’s Citizens Financial Group CFG Stock Holding History

MBL 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
Q3 		$217K Buy
+3,406
New +$240K 0.01% 571

Other funds holding CFG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

MBL Wealth's CFG Position: Q3 2026 in Review

MBL Wealth opened a new position in Citizens Financial Group (CFG) in Q3 2026: 3,406 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings.

851 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • MBL Wealth held 3,406 shares of Citizens Financial Group worth $217K as of Q3 2026.
  • Citizens Financial Group was a new MBL Wealth position in Q3 2026.
  • Citizens Financial Group made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #571 holding.
  • 851 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.