UFPG
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United Financial Planning Group’s Citizens Financial Group CFG Stock Holding History

United Financial Planning 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
Q2 		$12.8K Hold
182
– – 0.01% 221
2026
Q1 		$10.9K Buy
+182
New +$11.2K 0.01% 198

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

United Financial Planning Group's CFG Position: Q2 2026 in Review

United Financial Planning Group held its Citizens Financial Group (CFG) position steady in Q2 2026 at 182 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #221.

United Financial Planning Group first reported a position in CFG in Q1 2026 and has held it in 2 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • United Financial Planning Group held 182 shares of Citizens Financial Group worth $12.8K as of Q2 2026.
  • United Financial Planning Group left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #221 holding.
  • United Financial Planning Group first reported a position in Citizens Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.