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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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SHP Wealth Management's CFG Position: Q1 2026 in Review

SHP Wealth Management increased its Citizens Financial Group (CFG) stake by 509% in Q1 2026, buying an estimated $3.44K and bringing the position to 67 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

SHP Wealth Management first reported a position in CFG in Q4 2025 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • SHP Wealth Management held 67 shares of Citizens Financial Group worth $4.02K as of Q1 2026.
  • SHP Wealth Management bought 56 Citizens Financial Group shares in Q1 2026, an estimated $3.44K.
  • Citizens Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1122 holding.
  • SHP Wealth Management first reported a position in Citizens Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.