Mindset Wealth Management’s Citizens Financial Group CFG Stock Holding History

Mindset 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 Q3	$472K	Buy	+7,400	New	+$521K	0.08%	104

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

Mindset Wealth Management's CFG Position: Q3 2026 in Review

Mindset Wealth Management opened a new position in Citizens Financial Group (CFG) in Q3 2026: 7,400 shares worth $472K. The stake represents 0.08% of the portfolio and ranks #104 among its holdings.

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

Mindset Wealth Management held 7,400 shares of Citizens Financial Group worth $472K as of Q3 2026.
Citizens Financial Group was a new Mindset Wealth Management position in Q3 2026.
Citizens Financial Group made up 0.08% of Mindset Wealth Management's portfolio in Q3 2026, its #104 holding.
266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.