Partners in Financial Planning’s Citizens Financial Group CFG Stock Holding History

Partners in Financial 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 Q2	$222K	Buy	+3,175	New	+$205K	0.03%	123

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Partners in Financial Planning's CFG Position: Q2 2026 in Review

Partners in Financial Planning opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,175 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #123 among its holdings.

1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Partners in Financial Planning held 3,175 shares of Citizens Financial Group worth $222K as of Q2 2026.
Citizens Financial Group was a new Partners in Financial Planning position in Q2 2026.
Citizens Financial Group made up 0.03% of Partners in Financial Planning's portfolio in Q2 2026, its #123 holding.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.