Bluesphere Advisors’s Citizens Financial Group CFG Stock Holding History

Bluesphere 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 Q3	$968K	Hold	15,180	–	–	0.3%	45
2026 Q2	$1.06M	Hold	15,180	–	–	0.33%	41
2026 Q1	$910K	Hold	15,180	–	–	0.32%	42
2025 Q4	$887K	Hold	15,180	–	–	0.39%	39
2025 Q3	$807K	Buy	15,180 +34	+0.2%	+$1.69K	0.37%	39
2025 Q2	$678K	Hold	15,146	–	–	0.34%	39
2025 Q1	$621K	Hold	15,146	–	–	0.36%	41
2024 Q4	$663K	Hold	15,146	–	–	0.32%	46
2024 Q3	$622K	Hold	15,146	–	–	0.31%	47
2024 Q2	$546K	Buy	+15,146	New	+$528K	0.28%	46

Other funds holding CFG

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

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Bluesphere Advisors's CFG Position: Q3 2026 in Review

Bluesphere Advisors held its Citizens Financial Group (CFG) position steady in Q3 2026 at 15,180 shares worth $968K. The position accounts for 0.3% of the portfolio, ranked #45.

Bluesphere Advisors first reported a position in CFG in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2026. 162 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Bluesphere Advisors held 15,180 shares of Citizens Financial Group worth $968K as of Q3 2026.
Bluesphere Advisors left its Citizens Financial Group share count unchanged in Q3 2026.
Citizens Financial Group made up 0.3% of Bluesphere Advisors's portfolio in Q3 2026, its #45 holding.
Bluesphere Advisors first reported a position in Citizens Financial Group in Q2 2024 and has held it in 10 quarters since.
Bluesphere Advisors's Citizens Financial Group position peaked at $1.06M in Q2 2026.
162 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.