Planning Strategies Inc.’s Citizens Financial Group CFG Stock Holding History

Planning Strategies Inc.’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	$1.12K	Buy	+16	New	+$1.03K	﹤0.01%	728

Other funds holding CFG

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Planning Strategies Inc.'s CFG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Citizens Financial Group (CFG) in Q2 2026: 16 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings.

380 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Planning Strategies Inc. held 16 shares of Citizens Financial Group worth $1.12K as of Q2 2026.
Citizens Financial Group was a new Planning Strategies Inc. position in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #728 holding.
380 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.