Root Financial Partners
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Root Financial Partners’s Citizens Financial Group CFG Stock Holding History

Root Financial Partners’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 		$248K Buy
3,892
+231
+6% +$16.3K 0.01% 364
2026
Q2 		$257K Buy
3,661
+853
+30% +$55K 0.01% 324
2026
Q1 		$168K Buy
2,808
+1,380
+97% +$84.8K 0.01% 374
2025
Q4 		$83.4K Buy
1,428
+233
+19% +$12.5K ﹤0.01% 532
2025
Q3 		$63.5K Buy
+1,195
New +$59.5K ﹤0.01% 584

Other funds holding CFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Root Financial Partners's CFG Position: Q3 2026 in Review

Root Financial Partners increased its Citizens Financial Group (CFG) stake by 6.3% in Q3 2026, buying an estimated $16.3K and bringing the position to 3,892 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #364.

Root Financial Partners first reported a position in CFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $257K in Q2 2026. 917 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Root Financial Partners held 3,892 shares of Citizens Financial Group worth $248K as of Q3 2026.
  • Root Financial Partners bought 231 Citizens Financial Group shares in Q3 2026, an estimated $16.3K.
  • Citizens Financial Group made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #364 holding.
  • Root Financial Partners first reported a position in Citizens Financial Group in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Citizens Financial Group position peaked at $257K in Q2 2026.
  • 917 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.