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SHP Wealth Management’s Citizens Financial Group CFG Stock Holding History

SHP Wealth Management’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 		$5.89K Buy
84
+17
+25% +$1.1K ﹤0.01% 1125
2026
Q1 		$4.02K Buy
67
+56
+509% +$3.44K ﹤0.01% 1122
2025
Q4 		$643 Buy
+11
New +$591 ﹤0.01% 1329

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

SHP Wealth Management's CFG Position: Q2 2026 in Review

SHP Wealth Management increased its Citizens Financial Group (CFG) stake by 25% in Q2 2026, buying an estimated $1.1K and bringing the position to 84 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

SHP Wealth Management first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • SHP Wealth Management held 84 shares of Citizens Financial Group worth $5.89K as of Q2 2026.
  • SHP Wealth Management bought 17 Citizens Financial Group shares in Q2 2026, an estimated $1.1K.
  • Citizens Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1125 holding.
  • SHP Wealth Management first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.