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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's CFG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Citizens Financial Group (CFG) stake by 0.61% in Q1 2026, selling an estimated $1.54K and leaving 4,061 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #407.

Pinnacle Wealth Planning Services first reported a position in CFG in Q4 2020 and has held it in 4 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,061 shares of Citizens Financial Group worth $244K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 25 Citizens Financial Group shares in Q1 2026, an estimated $1.54K.
  • Citizens Financial Group made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #407 holding.
  • Pinnacle Wealth Planning Services first reported a position in Citizens Financial Group in Q4 2020 and has held it in 4 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.