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 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

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

Perigon Wealth Management's CFG Position: Q2 2026 in Review

Perigon Wealth Management increased its Citizens Financial Group (CFG) stake by 7.8% in Q2 2026, buying an estimated $37.7K and bringing the position to 8,109 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #826.

Perigon Wealth Management first reported a position in CFG in Q1 2018 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Perigon Wealth Management held 8,109 shares of Citizens Financial Group worth $568K as of Q2 2026.
Perigon Wealth Management bought 584 Citizens Financial Group shares in Q2 2026, an estimated $37.7K.
Citizens Financial Group made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #826 holding.
Perigon Wealth Management first reported a position in Citizens Financial Group in Q1 2018 and has held it in 7 quarters since.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.