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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Perigon Wealth Management's CFG Position: Q1 2026 in Review

Perigon Wealth Management reduced its Citizens Financial Group (CFG) stake by 2.6% in Q1 2026, selling an estimated $12.1K and leaving 7,525 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #849.

Perigon Wealth Management first reported a position in CFG in Q1 2018 and has held it in 6 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Perigon Wealth Management held 7,525 shares of Citizens Financial Group worth $451K as of Q1 2026.
Perigon Wealth Management sold 197 Citizens Financial Group shares in Q1 2026, an estimated $12.1K.
Citizens Financial Group made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #849 holding.
Perigon Wealth Management first reported a position in Citizens Financial Group in Q1 2018 and has held it in 6 quarters since.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.