Waypoint Wealth Counsel
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Waypoint Wealth Counsel’s Citizens Financial Group CFG Stock Holding History

Waypoint Wealth Counsel’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 		$343K Hold
5,373
– – 0.2% 94
2026
Q2 		$376K Sell
5,373
-606
-10% -$39.1K 0.24% 72
2026
Q1 		$359K Sell
5,979
-228
-4% -$14K 0.19% 113
2025
Q4 		$363K Buy
6,207
+763
+14% +$41K 0.13% 156
2025
Q3 		$289K Buy
5,444
+298
+6% +$14.8K 0.11% 176
2025
Q2 		$230K Buy
+5,146
New +$203K 0.11% 157

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM

Waypoint Wealth Counsel's CFG Position: Q3 2026 in Review

Waypoint Wealth Counsel held its Citizens Financial Group (CFG) position steady in Q3 2026 at 5,373 shares worth $343K. The position accounts for 0.2% of the portfolio, ranked #94.

Waypoint Wealth Counsel first reported a position in CFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $376K in Q2 2026. 628 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Waypoint Wealth Counsel held 5,373 shares of Citizens Financial Group worth $343K as of Q3 2026.
  • Waypoint Wealth Counsel left its Citizens Financial Group share count unchanged in Q3 2026.
  • Citizens Financial Group made up 0.2% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #94 holding.
  • Waypoint Wealth Counsel first reported a position in Citizens Financial Group in Q2 2025 and has held it in 6 quarters since.
  • Waypoint Wealth Counsel's Citizens Financial Group position peaked at $376K in Q2 2026.
  • 628 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.