Axxcess Wealth Management
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Axxcess Wealth Management’s Citizens Financial Group CFG Stock Holding History

Axxcess Wealth Management’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 		$5.92M Buy
92,786
+297
+0.3% +$20.9K 0.24% 99
2026
Q2 		$6.48M Buy
+92,489
New +$5.96M 0.1% 190
2026
Q1 		– Sell
-4,342
Closed -$254K – 475
2025
Q4 		$254K Buy
4,342
+16
+0.4% +$860 ﹤0.01% 905
2025
Q3 		$230K Buy
+4,326
New +$215K ﹤0.01% 844

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Axxcess Wealth Management's CFG Position: Q3 2026 in Review

Axxcess Wealth Management increased its Citizens Financial Group (CFG) stake by 0.32% in Q3 2026, buying an estimated $20.9K and bringing the position to 92,786 shares worth $5.92M. The position accounts for 0.24% of the portfolio, ranked #99.

Axxcess Wealth Management first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.48M in Q2 2026. 266 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Axxcess Wealth Management held 92,786 shares of Citizens Financial Group worth $5.92M as of Q3 2026.
  • Axxcess Wealth Management bought 297 Citizens Financial Group shares in Q3 2026, an estimated $20.9K.
  • Citizens Financial Group made up 0.24% of Axxcess Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Axxcess Wealth Management first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's Citizens Financial Group position peaked at $6.48M in Q2 2026.
  • 266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.