PWPS
CFG icon

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
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

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

Pinnacle Wealth Planning Services's CFG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Citizens Financial Group (CFG) stake by 3% in Q2 2026, buying an estimated $7.87K and bringing the position to 4,183 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #386.

Pinnacle Wealth Planning Services first reported a position in CFG in Q4 2020 and has held it in 5 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,183 shares of Citizens Financial Group worth $293K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 122 Citizens Financial Group shares in Q2 2026, an estimated $7.87K.
  • Citizens Financial Group made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #386 holding.
  • Pinnacle Wealth Planning Services first reported a position in Citizens Financial Group in Q4 2020 and has held it in 5 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.