Pinnacle Wealth Planning Services’s Citizens Financial Group CFG Stock Holding History

Pinnacle Wealth Planning Services’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	$264K	Sell	4,134 -49	-1%	-$3.45K	0.03%	396
2026 Q2	$293K	Buy	4,183 +122	+3%	+$7.87K	0.03%	386
2026 Q1	$244K	Sell	4,061 -25	-0.6%	-$1.54K	0.03%	407
2025 Q4	$239K	Buy	4,086 +298	+8%	+$16K	0.02%	404
2025 Q3	$201K	Buy	+3,788	New	+$189K	0.02%	455
2021 Q1	–	Sell	-2,430	Closed	-$87K	–	637
2020 Q4	$87K	Buy	+2,430	New	+$76.3K	0.02%	531

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

Pinnacle Wealth Planning Services's CFG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Citizens Financial Group (CFG) stake by 1.2% in Q3 2026, selling an estimated $3.45K and leaving 4,134 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #396.

Pinnacle Wealth Planning Services first reported a position in CFG in Q4 2020 and has held it in 6 quarters since. The position peaked at $293K in Q2 2026. 577 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Pinnacle Wealth Planning Services held 4,134 shares of Citizens Financial Group worth $264K as of Q3 2026.
Pinnacle Wealth Planning Services sold 49 Citizens Financial Group shares in Q3 2026, an estimated $3.45K.
Citizens Financial Group made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #396 holding.
Pinnacle Wealth Planning Services first reported a position in Citizens Financial Group in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Citizens Financial Group position peaked at $293K in Q2 2026.
577 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.