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McCarley & Cook Financial Planners’s Citizens Financial Group CFG Stock Holding History

McCarley & Cook Financial Planners’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 		$18.5K Hold
290
– – 0.01% 139
2026
Q2 		$20.3K Hold
290
– – 0.02% 127
2026
Q1 		$17.4K Hold
290
– – 0.02% 138
2025
Q4 		$16.9K Buy
+290
New +$15.6K 0.02% 131

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

McCarley & Cook Financial Planners's CFG Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Citizens Financial Group (CFG) position steady in Q3 2026 at 290 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #139.

McCarley & Cook Financial Planners first reported a position in CFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.3K in Q2 2026. 266 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • McCarley & Cook Financial Planners held 290 shares of Citizens Financial Group worth $18.5K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Citizens Financial Group share count unchanged in Q3 2026.
  • Citizens Financial Group made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #139 holding.
  • McCarley & Cook Financial Planners first reported a position in Citizens Financial Group in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Citizens Financial Group position peaked at $20.3K in Q2 2026.
  • 266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.