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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Whipplewood Advisors's CFG Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Citizens Financial Group (CFG) in Q1 2026: 74 shares worth $4.44K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in CFG as recently as Q2 2025.

Whipplewood Advisors first reported a position in CFG in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.05K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Whipplewood Advisors held 74 shares of Citizens Financial Group worth $4.44K as of Q1 2026.
  • Citizens Financial Group was a new Whipplewood Advisors position in Q1 2026.
  • Citizens Financial Group made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #635 holding.
  • Whipplewood Advisors first reported a position in Citizens Financial Group in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Citizens Financial Group position peaked at $8.05K in Q4 2024.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.