Avestar Capital’s Citizens Financial Group CFG Stock Holding History

Avestar Capital’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	$287K	Sell	4,499 -623	-12%	-$43.8K	0.02%	460
2026 Q2	$359K	Buy	+5,122	New	+$330K	0.02%	449
2022 Q2	–	Sell	-33,660	Closed	-$1.53M	–	307
2022 Q1	$1.53M	Buy	33,660 +22,387	+199%	+$1.15M	0.24%	83
2021 Q4	$533K	Sell	11,273 -2,389	-17%	-$115K	0.07%	248
2021 Q3	$642K	Buy	+13,662	New	+$600K	0.08%	251
2019 Q3	–	Sell	-236	Closed	-$6K	–	284
2019 Q2	$6K	Hold	236	–	–	﹤0.01%	559
2019 Q1	$6K	Hold	236	–	–	﹤0.01%	545
2018 Q4	$5K	Buy	+236	New	+$8.27K	﹤0.01%	521
2018 Q3	–	Sell	-44	Closed	-$1K	–	851
2018 Q2	$1K	Hold	44	–	–	﹤0.01%	741
2018 Q1	$1K	Buy	+44	New	+$1.98K	﹤0.01%	695

Other funds holding CFG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Avestar Capital's CFG Position: Q3 2026 in Review

Avestar Capital reduced its Citizens Financial Group (CFG) stake by 12% in Q3 2026, selling an estimated $43.8K and leaving 4,499 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #460.

Avestar Capital first reported a position in CFG in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.53M in Q1 2022. 584 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Avestar Capital held 4,499 shares of Citizens Financial Group worth $287K as of Q3 2026.
Avestar Capital sold 623 Citizens Financial Group shares in Q3 2026, an estimated $43.8K.
Citizens Financial Group made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #460 holding.
Avestar Capital first reported a position in Citizens Financial Group in Q1 2018 and has held it in 10 quarters since.
Avestar Capital's Citizens Financial Group position peaked at $1.53M in Q1 2022.
584 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.