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

Perigon 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	$579K	Buy	9,075 +966	+12%	+$68K	0.01%	829
2026 Q2	$568K	Buy	8,109 +584	+8%	+$37.7K	0.01%	826
2026 Q1	$451K	Sell	7,525 -197	-3%	-$12.1K	0.01%	849
2025 Q4	$451K	Buy	7,722 +1,257	+19%	+$67.5K	0.01%	847
2025 Q3	$344K	Buy	+6,465	New	+$322K	0.01%	891
2023 Q1	–	Sell	-6,860	Closed	-$270K	–	705
2022 Q4	$270K	Buy	+6,860	New	+$268K	0.02%	561
2021 Q1	–	Sell	-1,114	Closed	-$40K	–	585
2020 Q4	$40K	Buy	+1,114	New	+$35K	﹤0.01%	813
2018 Q2	–	Sell	-7	Closed	–	–	297
2018 Q1	$0	Buy	+7	New	+$314	﹤0.01%	647

Other funds holding CFG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Perigon Wealth Management increased its Citizens Financial Group (CFG) stake by 12% in Q3 2026, buying an estimated $68K and bringing the position to 9,075 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #829.

Perigon Wealth Management first reported a position in CFG in Q1 2018 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Perigon Wealth Management held 9,075 shares of Citizens Financial Group worth $579K as of Q3 2026.
Perigon Wealth Management bought 966 Citizens Financial Group shares in Q3 2026, an estimated $68K.
Citizens Financial Group made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #829 holding.
Perigon Wealth Management first reported a position in Citizens Financial Group in Q1 2018 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.