Diversified Enterprises
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Diversified Enterprises’s Citizens Financial Group CFG Stock Holding History

Diversified Enterprises’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 		$591K Buy
9,272
+1,118
+14% +$78.7K 0.03% 252
2026
Q2 		$571K Buy
8,154
+121
+2% +$7.8K 0.03% 233
2026
Q1 		$482K Buy
8,033
+128
+2% +$7.87K 0.03% 247
2025
Q4 		$462K Buy
+7,905
New +$425K 0.03% 224

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
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

Diversified Enterprises's CFG Position: Q3 2026 in Review

Diversified Enterprises increased its Citizens Financial Group (CFG) stake by 14% in Q3 2026, buying an estimated $78.7K and bringing the position to 9,272 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #252.

Diversified Enterprises first reported a position in CFG in Q4 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Diversified Enterprises held 9,272 shares of Citizens Financial Group worth $591K as of Q3 2026.
  • Diversified Enterprises bought 1,118 Citizens Financial Group shares in Q3 2026, an estimated $78.7K.
  • Citizens Financial Group made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #252 holding.
  • Diversified Enterprises first reported a position in Citizens Financial Group in Q4 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.