Crumly & Associates’s Citizens Financial Group CFG Stock Holding History

Crumly & Associates’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	$386K	Sell	6,051 -22	-0.4%	-$1.55K	0.07%	147
2026 Q2	$426K	Buy	6,073 +34	+0.6%	+$2.19K	0.08%	130
2026 Q1	$362K	Hold	6,039	–	–	0.08%	138
2025 Q4	$353K	Hold	6,039	–	–	0.07%	141
2025 Q3	$321K	Buy	6,039 +10	+0.2%	+$498	0.07%	142
2025 Q2	$270K	Hold	6,029	–	–	0.07%	135
2025 Q1	$247K	Hold	6,029	–	–	0.07%	147
2024 Q4	$264K	Hold	6,029	–	–	0.07%	126
2024 Q3	$248K	Hold	6,029	–	–	0.07%	134
2024 Q2	$217K	Hold	6,029	–	–	0.06%	131
2024 Q1	$219K	Buy	+6,029	New	+$198K	0.06%	128
2023 Q1	–	Sell	-6,029	Closed	-$237K	–	110
2022 Q4	$237K	Hold	6,029	–	–	0.09%	89
2022 Q3	$207K	Hold	6,029	–	–	0.09%	101
2022 Q2	$215K	Hold	6,029	–	–	0.09%	102
2022 Q1	$273K	Hold	6,029	–	–	0.1%	99
2021 Q4	$319K	Hold	6,029	–	–	0.13%	83
2021 Q3	$283K	Hold	6,029	–	–	0.13%	88
2021 Q2	$277K	Hold	6,029	–	–	0.13%	88
2021 Q1	$266K	Hold	6,029	–	–	0.16%	82
2020 Q4	$231K	Buy	+6,029	New	+$189K	0.16%	73

Other funds holding CFG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Crumly & Associates's CFG Position: Q3 2026 in Review

Crumly & Associates reduced its Citizens Financial Group (CFG) stake by 0.36% in Q3 2026, selling an estimated $1.55K and leaving 6,051 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #147.

Crumly & Associates first reported a position in CFG in Q4 2020 and has held it in 20 quarters since. The position peaked at $426K in Q2 2026. 577 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Crumly & Associates held 6,051 shares of Citizens Financial Group worth $386K as of Q3 2026.
Crumly & Associates sold 22 Citizens Financial Group shares in Q3 2026, an estimated $1.55K.
Citizens Financial Group made up 0.07% of Crumly & Associates's portfolio in Q3 2026, its #147 holding.
Crumly & Associates first reported a position in Citizens Financial Group in Q4 2020 and has held it in 20 quarters since.
Crumly & Associates's Citizens Financial Group position peaked at $426K in Q2 2026.
577 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.