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Creative Planning CFG-PI Position History
Citizens Financial Group, Inc. • Banking
Quarters held
10
Latest value
$21.3M
Q3 2026
Peak value
$21.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.7M |
| Q3 2025 | $6.1M |
| Q4 2025 | $10.8M |
| Q4 2025 | $8.5M |
| Q1 2026 | $8.7M |
| Q1 2026 | $15.5M |
| Q2 2026 | $10.2M |
| Q2 2026 | $20.3M |
| Q3 2026 | $9.1M |
| Q3 2026 | $21.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.3M | 334.4K | — | — |
| Q3 2026 | $9.1M | 143.3K | — | — |
| Q2 2026 | $20.3M | 289.4K | — | — |
| Q2 2026 | $10.2M | 144.9K | — | — |
| Q1 2026 | $15.5M | 259.2K | — | — |
| Q1 2026 | $8.7M | 144.9K | — | — |
| Q4 2025 | $8.5M | 144.7K | — | — |
| Q4 2025 | $10.8M | 184.7K | — | — |
| Q3 2025 | $6.1M | 114.0K | — | — |
| Q3 2025 | $7.7M | 143.9K | — | — |
Other funds holding CFG-PI
$1.5B
$1.5B
$1.2B
$782.2M
$550.2M
$523.1M
$441.7M