Dynamic Advisor Solutions’s Citizens Financial Group CFG Stock Holding History

Dynamic Advisor Solutions’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	$3.87M	Buy	60,760 +2,141	+4%	+$151K	0.11%	197
2026 Q2	$4.11M	Buy	58,619 +4,519	+8%	+$291K	0.12%	190
2026 Q1	$3.24M	Buy	54,100 +12,812	+31%	+$787K	0.1%	214
2025 Q4	$2.41M	Buy	+41,288	New	+$2.22M	0.08%	259
2022 Q2	–	Sell	-4,873	Closed	-$221K	–	711
2022 Q1	$221K	Buy	+4,873	New	+$250K	0.02%	653
2018 Q4	–	Sell	-13,073	Closed	-$504K	–	404
2018 Q3	$504K	Sell	13,073 -106	-0.8%	-$4.28K	0.1%	219
2018 Q2	$513K	Buy	+13,179	New	+$549K	0.12%	207

Other funds holding CFG

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

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Dynamic Advisor Solutions's CFG Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Citizens Financial Group (CFG) stake by 3.7% in Q3 2026, buying an estimated $151K and bringing the position to 60,760 shares worth $3.87M. The position accounts for 0.11% of the portfolio, ranked #197.

Dynamic Advisor Solutions first reported a position in CFG in Q2 2018 and has held it in 7 quarters since. The position peaked at $4.11M in Q2 2026. 161 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Dynamic Advisor Solutions held 60,760 shares of Citizens Financial Group worth $3.87M as of Q3 2026.
Dynamic Advisor Solutions bought 2,141 Citizens Financial Group shares in Q3 2026, an estimated $151K.
Citizens Financial Group made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #197 holding.
Dynamic Advisor Solutions first reported a position in Citizens Financial Group in Q2 2018 and has held it in 7 quarters since.
Dynamic Advisor Solutions's Citizens Financial Group position peaked at $4.11M in Q2 2026.
161 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.