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Mowery & Schoenfeld Wealth Management’s Citizens Financial Group CFG Stock Holding History

Mowery & Schoenfeld 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 		$4.81K Hold
69
– – 0.01% 296
2026
Q1 		$4.12K Hold
69
– – 0.01% 295
2025
Q4 		$4.01K Hold
69
– – 0.01% 349
2025
Q3 		$3.65K Hold
69
– – 0.01% 307
2025
Q2 		$3.07K Hold
69
– – ﹤0.01% 310
2025
Q1 		$2.81K Sell
69
-9
-12% -$402 0.01% 371
2024
Q4 		$3.41K Buy
+78
New +$3.45K 0.01% 345

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's CFG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 69 shares worth $4.81K. The position accounts for 0.01% of the portfolio, ranked #296.

Mowery & Schoenfeld Wealth Management first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 69 shares of Citizens Financial Group worth $4.81K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.