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Turning Point Benefit Group’s Citizens Financial Group CFG Stock Holding History

Turning Point Benefit Group’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 		– Sell
-153
Closed -$8.94K – 218
2025
Q4 		$8.94K Buy
153
+143
+1,430% +$7.68K ﹤0.01% 249
2025
Q3 		$527 Buy
+10
New +$498 ﹤0.01% 485

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 $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Turning Point Benefit Group's CFG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 153 shares — an estimated $8.94K sold.

Turning Point Benefit Group first reported a position in CFG in Q3 2025 and held it in 2 quarters. The position peaked at $8.94K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 153 Citizens Financial Group shares in Q1 2026, an estimated $8.94K.
  • Turning Point Benefit Group first reported a position in Citizens Financial Group in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Citizens Financial Group position peaked at $8.94K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.