CI
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CX Institutional’s Citizens Financial Group CFG Stock Holding History

CX Institutional’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 		$445K Buy
6,983
+53
+0.8% +$3.73K 0.01% 504
2026
Q2 		$486K Buy
6,930
+87
+1% +$5.61K 0.01% 486
2026
Q1 		$410K Sell
6,843
-94
-1% -$5.78K 0.01% 511
2025
Q4 		$405K Buy
6,937
+324
+5% +$17.4K 0.01% 477
2025
Q3 		$352K Sell
6,613
-29
-0.4% -$1.44K 0.01% 521
2025
Q2 		$297K Buy
6,642
+698
+12% +$27.5K 0.01% 511
2025
Q1 		$244K Buy
5,944
+132
+2% +$5.89K 0.01% 529
2024
Q4 		$254K Sell
5,812
-47
-0.8% -$2.08K 0.01% 470
2024
Q3 		$241K Buy
5,859
+106
+2% +$4.28K 0.01% 511
2024
Q2 		$207K Buy
+5,753
New +$201K 0.01% 529
2022
Q3 		– Sell
-3,145
Closed -$112K – 568
2022
Q2 		$112K Buy
+3,145
New +$124K 0.01% 535
2022
Q1 		– Sell
-69,486
Closed -$3.28M – 373
2021
Q4 		$3.28M Buy
69,486
+32,263
+87% +$1.55M 0.26% 122
2021
Q3 		$1.75M Buy
37,223
+33,818
+993% +$1.48M 0.14% 160
2021
Q2 		$156K Sell
3,405
-2,813
-45% -$133K 0.01% 369
2021
Q1 		$274K Sell
6,218
-56,201
-90% -$2.34M 0.02% 268
2020
Q4 		$2.23M Sell
62,419
-7,819
-11% -$245K 0.22% 139
2020
Q3 		$1.78M Buy
70,238
+38,931
+124% +$988K 0.19% 142
2020
Q2 		$792K Buy
31,307
+4,405
+16% +$100K 0.1% 161
2020
Q1 		$506K Buy
26,902
+26,748
+17,369% +$873K 0.08% 177
2019
Q4 		$6K Buy
154
+28
+22% +$1.05K ﹤0.01% 510
2019
Q3 		$4K Sell
126
-134
-52% -$4.68K ﹤0.01% 607
2019
Q2 		$9K Buy
260
+206
+381% +$7.18K ﹤0.01% 502
2019
Q1 		$2K Buy
+54
New +$1.87K ﹤0.01% 676

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

CX Institutional's CFG Position: Q3 2026 in Review

CX Institutional increased its Citizens Financial Group (CFG) stake by 0.76% in Q3 2026, buying an estimated $3.73K and bringing the position to 6,983 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #504.

CX Institutional first reported a position in CFG in Q1 2019 and has held it in 23 quarters since. The position peaked at $3.28M in Q4 2021. 41 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • CX Institutional held 6,983 shares of Citizens Financial Group worth $445K as of Q3 2026.
  • CX Institutional bought 53 Citizens Financial Group shares in Q3 2026, an estimated $3.73K.
  • Citizens Financial Group made up 0.01% of CX Institutional's portfolio in Q3 2026, its #504 holding.
  • CX Institutional first reported a position in Citizens Financial Group in Q1 2019 and has held it in 23 quarters since.
  • CX Institutional's Citizens Financial Group position peaked at $3.28M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.