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Whipplewood Advisors’s Citizens Financial Group CFG Stock Holding History

Whipplewood Advisors’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 		$1.61K Sell
23
-51
-69% -$3.29K ﹤0.01% 469
2026
Q1 		$4.44K Buy
+74
New +$4.55K ﹤0.01% 635
2025
Q3 		– Sell
-125
Closed -$5.59K – 448
2025
Q2 		$5.59K Buy
125
+72
+136% +$2.83K ﹤0.01% 675
2025
Q1 		$5.12K Sell
53
-131
-71% -$5.84K ﹤0.01% 695
2024
Q4 		$8.05K Buy
+184
New +$8.14K ﹤0.01% 590

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 $3.38T 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
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

Whipplewood Advisors's CFG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Citizens Financial Group (CFG) stake by 69% in Q2 2026, selling an estimated $3.29K and leaving 23 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Whipplewood Advisors first reported a position in CFG in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.05K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Whipplewood Advisors held 23 shares of Citizens Financial Group worth $1.61K as of Q2 2026.
  • Whipplewood Advisors sold 51 Citizens Financial Group shares in Q2 2026, an estimated $3.29K.
  • Citizens Financial Group made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #469 holding.
  • Whipplewood Advisors first reported a position in Citizens Financial Group in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Citizens Financial Group position peaked at $8.05K in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.