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McGlone Suttner Wealth Management’s Citizens Financial Group CFG Stock Holding History

McGlone Suttner 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 		$291K Buy
4,153
+11
+0.3% +$709 0.03% 165
2026
Q1 		$248K Buy
4,142
+667
+19% +$41K 0.03% 174
2025
Q4 		$203K Buy
+3,475
New +$187K 0.03% 189
2024
Q1 		– Sell
-2,838
Closed -$94.1K – 273
2023
Q4 		$94.1K Buy
+2,838
New +$78.1K 0.02% 218

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

McGlone Suttner Wealth Management's CFG Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Citizens Financial Group (CFG) stake by 0.27% in Q2 2026, buying an estimated $709 and bringing the position to 4,153 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #165.

McGlone Suttner Wealth Management first reported a position in CFG in Q4 2023 and has held it in 4 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • McGlone Suttner Wealth Management held 4,153 shares of Citizens Financial Group worth $291K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 11 Citizens Financial Group shares in Q2 2026, an estimated $709.
  • Citizens Financial Group made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #165 holding.
  • McGlone Suttner Wealth Management first reported a position in Citizens Financial Group in Q4 2023 and has held it in 4 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.