Meriwether Wealth & Planning’s Citizens Financial Group CFG Stock Holding History

Meriwether Wealth & Planning’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	$1.59K	Buy	+25	New	+$1.76K	﹤0.01%	679

Other funds holding CFG

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Meriwether Wealth & Planning's CFG Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Citizens Financial Group (CFG) in Q3 2026: 25 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings.

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

Meriwether Wealth & Planning held 25 shares of Citizens Financial Group worth $1.59K as of Q3 2026.
Citizens Financial Group was a new Meriwether Wealth & Planning position in Q3 2026.
Citizens Financial Group made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #679 holding.
266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.