SimplyRich
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SimplyRich’s Citizens Financial Group CFG Stock Holding History

SimplyRich’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 		$241K Buy
+3,777
New +$266K 0.06% 213

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SimplyRich's CFG Position: Q3 2026 in Review

SimplyRich opened a new position in Citizens Financial Group (CFG) in Q3 2026: 3,777 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #213 among its holdings.

574 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • SimplyRich held 3,777 shares of Citizens Financial Group worth $241K as of Q3 2026.
  • Citizens Financial Group was a new SimplyRich position in Q3 2026.
  • Citizens Financial Group made up 0.06% of SimplyRich's portfolio in Q3 2026, its #213 holding.
  • 574 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.