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

Challenger 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 		– Sell
-3,268
Closed -$229K – 65
2026
Q2 		$229K Buy
+3,268
New +$211K 0.17% 61

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Assenagon Asset Management
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Todd Asset Management
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

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

Challenger Wealth Management sold out of Citizens Financial Group (CFG) in Q3 2026, closing a stake of 3,268 shares — an estimated $229K sold.

Challenger Wealth Management first reported a position in CFG in Q2 2026 and held it in 1 quarter. The position peaked at $229K in Q2 2026. 389 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Challenger Wealth Management reported no remaining Citizens Financial Group position as of Q3 2026 after selling out during the quarter.
  • Challenger Wealth Management sold 3,268 Citizens Financial Group shares in Q3 2026, an estimated $229K.
  • Challenger Wealth Management first reported a position in Citizens Financial Group in Q2 2026 and held it in 1 quarter.
  • Challenger Wealth Management's Citizens Financial Group position peaked at $229K in Q2 2026.
  • 389 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.