CoreCap Advisors
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CoreCap Advisors’s Citizens Financial Group CFG Stock Holding History

CoreCap 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 		$47.8K Buy
749
+28
+4% +$1.97K ﹤0.01% 1431
2026
Q2 		$50.6K Buy
721
+66
+10% +$4.26K ﹤0.01% 1404
2026
Q1 		$39.3K Buy
655
+179
+38% +$11K ﹤0.01% 1409
2025
Q4 		$27.8K Sell
476
-81
-15% -$4.35K ﹤0.01% 1555
2025
Q3 		$29.6K Sell
557
-44
-7% -$2.19K ﹤0.01% 1527
2025
Q2 		$26.9K Sell
601
-112
-16% -$4.41K ﹤0.01% 1500
2025
Q1 		$29.2K Sell
713
-214
-23% -$9.5K ﹤0.01% 1387
2024
Q4 		$40.6K Sell
927
-14,739
-94% -$652K ﹤0.01% 1278
2024
Q3 		$643K Buy
+15,666
New +$633K 0.03% 413
2024
Q2 		– Sell
-75
Closed -$2.74K – 1767
2024
Q1 		$2.74K Buy
+75
New +$2.46K ﹤0.01% 2057
2022
Q4 		$122K Buy
+3,105
New +$121K 0.01% 662
2022
Q3 		– Sell
-3,827
Closed -$137K – 779
2022
Q2 		$137K Sell
3,827
-1,733
-31% -$68.4K 0.01% 599
2022
Q1 		$252K Buy
5,560
+522
+10% +$26.8K 0.02% 447
2021
Q4 		$238K Buy
+5,038
New +$243K 0.02% 496

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

CoreCap Advisors's CFG Position: Q3 2026 in Review

CoreCap Advisors increased its Citizens Financial Group (CFG) stake by 3.9% in Q3 2026, buying an estimated $1.97K and bringing the position to 749 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

CoreCap Advisors first reported a position in CFG in Q4 2021 and has held it in 14 quarters since. The position peaked at $643K in Q3 2024. 266 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • CoreCap Advisors held 749 shares of Citizens Financial Group worth $47.8K as of Q3 2026.
  • CoreCap Advisors bought 28 Citizens Financial Group shares in Q3 2026, an estimated $1.97K.
  • Citizens Financial Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1431 holding.
  • CoreCap Advisors first reported a position in Citizens Financial Group in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Citizens Financial Group position peaked at $643K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.