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Personal CFO Solutions’s Citizens Financial Group CFG Stock Holding History

Personal CFO Solutions’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 		$323K Buy
4,609
+4
+0.1% +$258 0.05% 373
2026
Q1 		$276K Sell
4,605
-87
-2% -$5.35K 0.04% 407
2025
Q4 		$274K Buy
4,692
+92
+2% +$4.94K 0.04% 401
2025
Q3 		$245K Buy
4,600
+12
+0.3% +$597 0.04% 426
2025
Q2 		$205K Buy
+4,588
New +$181K 0.04% 463
2025
Q1 		– Sell
-5,215
Closed -$228K – 455
2024
Q4 		$228K Buy
5,215
+60
+1% +$2.65K 0.04% 406
2024
Q3 		$212K Buy
+5,155
New +$208K 0.03% 524
2022
Q3 		– Sell
-8,982
Closed -$321K – 425
2022
Q2 		$321K Buy
8,982
+1,463
+19% +$57.8K 0.08% 248
2022
Q1 		$341K Buy
7,519
+64
+0.9% +$3.29K 0.07% 286
2021
Q4 		$352K Buy
7,455
+138
+2% +$6.65K 0.07% 277
2021
Q3 		$344K Buy
7,317
+418
+6% +$18.4K 0.07% 256
2021
Q2 		$316K Buy
6,899
+2,022
+41% +$95.4K 0.06% 275
2021
Q1 		$215K Buy
+4,877
New +$203K 0.05% 371

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Personal CFO Solutions's CFG Position: Q2 2026 in Review

Personal CFO Solutions increased its Citizens Financial Group (CFG) stake by 0.09% in Q2 2026, buying an estimated $258 and bringing the position to 4,609 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #373.

Personal CFO Solutions first reported a position in CFG in Q1 2021 and has held it in 13 quarters since. The position peaked at $352K in Q4 2021. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Personal CFO Solutions held 4,609 shares of Citizens Financial Group worth $323K as of Q2 2026.
  • Personal CFO Solutions bought 4 Citizens Financial Group shares in Q2 2026, an estimated $258.
  • Citizens Financial Group made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #373 holding.
  • Personal CFO Solutions first reported a position in Citizens Financial Group in Q1 2021 and has held it in 13 quarters since.
  • Personal CFO Solutions's Citizens Financial Group position peaked at $352K in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.