Turtle Creek Wealth Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
Other funds holding CFG
Turtle Creek Wealth Advisors's CFG Position: Q2 2026 in Review
Turtle Creek Wealth Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2,953 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in CFG as recently as Q4 2023.
Turtle Creek Wealth Advisors first reported a position in CFG in Q4 2023 and has held it in 2 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.
- Turtle Creek Wealth Advisors held 2,953 shares of Citizens Financial Group worth $207K as of Q2 2026.
- Citizens Financial Group was a new Turtle Creek Wealth Advisors position in Q2 2026.
- Citizens Financial Group made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #444 holding.
- Turtle Creek Wealth Advisors first reported a position in Citizens Financial Group in Q4 2023 and has held it in 2 quarters since.
- 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.