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Planned Solutions’s Citizens Financial Group CFG Stock Holding History

Planned 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 		$252K Buy
3,599
+246
+7% +$15.9K 0.07% 127
2026
Q1 		$201K Buy
+3,353
New +$206K 0.07% 137
2024
Q4 		– Sell
-3,353
Closed -$138K – 195
2024
Q3 		$138K Buy
+3,353
New +$135K 0.06% 157
2024
Q1 		– Sell
-3,353
Closed -$111K – 169
2023
Q4 		$111K Buy
+3,353
New +$92.3K 0.05% 165
2021
Q1 		– Sell
-2,200
Closed -$79K – 118
2020
Q4 		$79K Hold
2,200
– – 0.06% 133
2020
Q3 		$56K Buy
+2,200
New +$55.8K 0.05% 133

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

Planned Solutions's CFG Position: Q2 2026 in Review

Planned Solutions increased its Citizens Financial Group (CFG) stake by 7.3% in Q2 2026, buying an estimated $15.9K and bringing the position to 3,599 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #127.

Planned Solutions first reported a position in CFG in Q3 2020 and has held it in 6 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Planned Solutions held 3,599 shares of Citizens Financial Group worth $252K as of Q2 2026.
  • Planned Solutions bought 246 Citizens Financial Group shares in Q2 2026, an estimated $15.9K.
  • Citizens Financial Group made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #127 holding.
  • Planned Solutions first reported a position in Citizens Financial Group in Q3 2020 and has held it in 6 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.