PMFA
CFG icon

Plante Moran Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Plante Moran Financial Advisors’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 		$420 Buy
+6
New +$387 ﹤0.01% 1186
2025
Q1 		– Sell
-16
Closed -$700 – 816
2024
Q4 		$700 Hold
16
– – ﹤0.01% 834
2024
Q3 		$657 Buy
+16
New +$647 ﹤0.01% 803
2022
Q3 		– Sell
-218
Closed -$8K – 882
2022
Q2 		$8K Sell
218
-1,544
-88% -$61K ﹤0.01% 642
2022
Q1 		$80K Buy
1,762
+500
+40% +$25.7K 0.01% 255
2021
Q4 		$60K Hold
1,262
– – 0.01% 322
2021
Q3 		$59K Buy
1,262
+856
+211% +$37.6K 0.01% 354
2021
Q2 		$19K Buy
406
+144
+55% +$6.8K ﹤0.01% 562
2021
Q1 		$12K Hold
262
– – ﹤0.01% 619
2020
Q4 		$9K Buy
+262
New +$8.22K ﹤0.01% 638
2018
Q1 		– Sell
-72
Closed -$3K – 956
2017
Q4 		$3K Sell
72
-469
-87% -$18.3K ﹤0.01% 745
2017
Q3 		$20K Hold
541
– – 0.01% 460
2017
Q2 		$19K Sell
541
-115
-18% -$4.08K 0.01% 478
2017
Q1 		$23K Buy
656
+469
+251% +$17.1K 0.01% 452
2016
Q4 		$7K Sell
187
-68
-27% -$2.06K ﹤0.01% 643
2016
Q3 		$6K Buy
255
+153
+150% +$3.52K ﹤0.01% 651
2016
Q2 		$2K Buy
+102
New +$2.26K ﹤0.01% 786

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's CFG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 6 shares worth $420. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CFG as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in CFG in Q2 2016 and has held it in 17 quarters since. The position peaked at $80K in Q1 2022. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Plante Moran Financial Advisors held 6 shares of Citizens Financial Group worth $420 as of Q2 2026.
  • Citizens Financial Group was a new Plante Moran Financial Advisors position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1186 holding.
  • Plante Moran Financial Advisors first reported a position in Citizens Financial Group in Q2 2016 and has held it in 17 quarters since.
  • Plante Moran Financial Advisors's Citizens Financial Group position peaked at $80K in Q1 2022.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.