Elevation Wealth Partners
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Elevation Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Elevation Wealth Partners’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 		$60.7K Buy
952
+528
+125% +$37.2K 0.02% 327
2026
Q2 		$29.7K Buy
424
+323
+320% +$20.8K 0.01% 447
2026
Q1 		$6.06K Buy
101
+45
+80% +$2.77K ﹤0.01% 654
2025
Q4 		$3.27K Hold
56
– – ﹤0.01% 712
2025
Q3 		$2.98K Buy
+56
New +$2.79K ﹤0.01% 576

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Elevation Wealth Partners's CFG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Citizens Financial Group (CFG) stake by 125% in Q3 2026, buying an estimated $37.2K and bringing the position to 952 shares worth $60.7K. The position accounts for 0.02% of the portfolio, ranked #327.

Elevation Wealth Partners first reported a position in CFG in Q3 2025 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Elevation Wealth Partners held 952 shares of Citizens Financial Group worth $60.7K as of Q3 2026.
  • Elevation Wealth Partners bought 528 Citizens Financial Group shares in Q3 2026, an estimated $37.2K.
  • Citizens Financial Group made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #327 holding.
  • Elevation Wealth Partners first reported a position in Citizens Financial Group in Q3 2025 and has held it in 5 quarters since.
  • 577 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.