Retirement Wealth Solutions’s Citizens Financial Group CFG Stock Holding History

Retirement Wealth 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 Q3	$13.4K	Hold	211	–	–	0.01%	229
2026 Q2	$14.8K	Hold	211	–	–	0.01%	189
2026 Q1	$12.6K	Sell	211 -40	-16%	-$2.46K	0.01%	186
2025 Q4	$14.7K	Hold	251	–	–	0.01%	186
2025 Q3	$13.4K	Hold	251	–	–	0.01%	197
2025 Q2	$11.2K	Hold	251	–	–	0.01%	224
2025 Q1	$10.3K	Buy	251 +1	+0.4%	+$45	0.01%	223
2024 Q4	$10.8K	Buy	+250	New	+$11.1K	0.01%	222

Other funds holding CFG

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Retirement Wealth Solutions's CFG Position: Q3 2026 in Review

Retirement Wealth Solutions held its Citizens Financial Group (CFG) position steady in Q3 2026 at 211 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #229.

Retirement Wealth Solutions first reported a position in CFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.8K in Q2 2026. 245 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Retirement Wealth Solutions held 211 shares of Citizens Financial Group worth $13.4K as of Q3 2026.
Retirement Wealth Solutions left its Citizens Financial Group share count unchanged in Q3 2026.
Citizens Financial Group made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #229 holding.
Retirement Wealth Solutions first reported a position in Citizens Financial Group in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Citizens Financial Group position peaked at $14.8K in Q2 2026.
245 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.