Brookstone Capital Management
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Brookstone Capital Management’s Citizens Financial Group CFG Stock Holding History

Brookstone Capital 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 		$428K Sell
6,711
-688
-9% -$48.4K ﹤0.01% 976
2026
Q2 		$518K Buy
7,399
+683
+10% +$44K 0.01% 926
2026
Q1 		$403K Sell
6,716
-105
-2% -$6.45K ﹤0.01% 943
2025
Q4 		$398K Sell
6,821
-617
-8% -$33.2K ﹤0.01% 906
2025
Q3 		$395K Sell
7,438
-59
-0.8% -$2.94K ﹤0.01% 884
2025
Q2 		$336K Buy
7,497
+214
+3% +$8.42K ﹤0.01% 855
2025
Q1 		$298K Sell
7,283
-67
-0.9% -$2.99K ﹤0.01% 854
2024
Q4 		$322K Buy
7,350
+1,619
+28% +$71.6K ﹤0.01% 808
2024
Q3 		$235K Sell
5,731
-1,739
-23% -$70.3K ﹤0.01% 913
2024
Q2 		$306K Buy
7,470
+95
+1% +$3.31K 0.01% 784
2024
Q1 		$268K Buy
7,375
+96
+1% +$3.15K ﹤0.01% 797
2023
Q4 		$241K Buy
+7,279
New +$200K ﹤0.01% 774

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

Brookstone Capital Management's CFG Position: Q3 2026 in Review

Brookstone Capital Management reduced its Citizens Financial Group (CFG) stake by 9.3% in Q3 2026, selling an estimated $48.4K and leaving 6,711 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Brookstone Capital Management first reported a position in CFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $518K in Q2 2026. 266 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Brookstone Capital Management held 6,711 shares of Citizens Financial Group worth $428K as of Q3 2026.
  • Brookstone Capital Management sold 688 Citizens Financial Group shares in Q3 2026, an estimated $48.4K.
  • Citizens Financial Group made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #976 holding.
  • Brookstone Capital Management first reported a position in Citizens Financial Group in Q4 2023 and has held it in 12 quarters since.
  • Brookstone Capital Management's Citizens Financial Group position peaked at $518K in Q2 2026.
  • 266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.