True Wealth Design’s Citizens Financial Group CFG Stock Holding History

True Wealth Design’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	$90.3K	Buy	1,416 +87	+7%	+$6.12K	0.02%	315
2026 Q2	$93.1K	Buy	1,329 +592	+80%	+$38.2K	0.02%	273
2026 Q1	$44.2K	Buy	737 +24	+3%	+$1.48K	0.01%	443
2025 Q4	$41.6K	Buy	713 +128	+22%	+$6.88K	0.01%	382
2025 Q3	$31.1K	Buy	585 +526	+892%	+$26.2K	0.01%	445
2025 Q2	$2.64K	Sell	59 -2,873	-98%	-$113K	﹤0.01%	1062
2025 Q1	$120K	Buy	2,932 +42	+1%	+$1.87K	0.05%	70
2024 Q4	$126K	Buy	2,890 +275	+11%	+$12.2K	0.05%	48
2024 Q3	$107K	Buy	+2,615	New	+$106K	0.04%	56

Other funds holding CFG

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

True Wealth Design's CFG Position: Q3 2026 in Review

True Wealth Design increased its Citizens Financial Group (CFG) stake by 6.5% in Q3 2026, buying an estimated $6.12K and bringing the position to 1,416 shares worth $90.3K. The position accounts for 0.02% of the portfolio, ranked #315.

True Wealth Design first reported a position in CFG in Q3 2024 and has held it in 9 quarters since. The position peaked at $126K in Q4 2024. 161 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

True Wealth Design held 1,416 shares of Citizens Financial Group worth $90.3K as of Q3 2026.
True Wealth Design bought 87 Citizens Financial Group shares in Q3 2026, an estimated $6.12K.
Citizens Financial Group made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #315 holding.
True Wealth Design first reported a position in Citizens Financial Group in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Citizens Financial Group position peaked at $126K in Q4 2024.
161 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.