Strategic Blueprint
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Strategic Blueprint’s Citizens Financial Group CFG Stock Holding History

Strategic Blueprint’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 		$204K Sell
3,200
-76
-2% -$5.35K 0.01% 659
2026
Q2 		$230K Buy
+3,276
New +$211K 0.01% 635
2021
Q3 		– Sell
-165
Closed -$8K – 542
2021
Q2 		$8K Buy
+165
New +$7.79K ﹤0.01% 997

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Strategic Blueprint's CFG Position: Q3 2026 in Review

Strategic Blueprint reduced its Citizens Financial Group (CFG) stake by 2.3% in Q3 2026, selling an estimated $5.35K and leaving 3,200 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #659.

Strategic Blueprint first reported a position in CFG in Q2 2021 and has held it in 3 quarters since. The position peaked at $230K in Q2 2026. 535 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Strategic Blueprint held 3,200 shares of Citizens Financial Group worth $204K as of Q3 2026.
  • Strategic Blueprint sold 76 Citizens Financial Group shares in Q3 2026, an estimated $5.35K.
  • Citizens Financial Group made up 0.01% of Strategic Blueprint's portfolio in Q3 2026, its #659 holding.
  • Strategic Blueprint first reported a position in Citizens Financial Group in Q2 2021 and has held it in 3 quarters since.
  • Strategic Blueprint's Citizens Financial Group position peaked at $230K in Q2 2026.
  • 535 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.