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

Cox 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 		$1.24M Sell
19,458
-2
-0% -$141 0.7% 43
2026
Q2 		$1.36M Sell
19,460
-49
-0.3% -$3.16K 0.76% 39
2026
Q1 		$1.17M Buy
+19,509
New +$1.2M 0.78% 41

Other funds holding CFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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

Cox Capital Management reduced its Citizens Financial Group (CFG) stake by 0.01% in Q3 2026, selling an estimated $141 and leaving 19,458 shares worth $1.24M. The position accounts for 0.7% of the portfolio, ranked #43.

Cox Capital Management first reported a position in CFG in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.36M in Q2 2026. 41 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Cox Capital Management held 19,458 shares of Citizens Financial Group worth $1.24M as of Q3 2026.
  • Cox Capital Management sold 2 Citizens Financial Group shares in Q3 2026, an estimated $141.
  • Citizens Financial Group made up 0.7% of Cox Capital Management's portfolio in Q3 2026, its #43 holding.
  • Cox Capital Management first reported a position in Citizens Financial Group in Q1 2026 and has held it in 3 quarters since.
  • Cox Capital Management's Citizens Financial Group position peaked at $1.36M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.