Essential Partners’s Citizens Financial Group CFG Stock Holding History

Essential 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	$396K	Hold	6,215	–	–	0.18%	102
2026 Q2	$435K	Sell	6,215 -20,560	-77%	-$1.33M	0.2%	95
2026 Q1	$1.61M	Hold	26,775	–	–	0.54%	40
2025 Q4	$1.56M	Buy	26,775 +4,391	+20%	+$236K	0.48%	42
2025 Q3	$1.19M	Buy	22,384 +917	+4%	+$45.6K	0.39%	59
2025 Q2	$961K	Buy	+21,467	New	+$845K	0.38%	74

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

Essential Partners's CFG Position: Q3 2026 in Review

Essential Partners held its Citizens Financial Group (CFG) position steady in Q3 2026 at 6,215 shares worth $396K. The position accounts for 0.18% of the portfolio, ranked #102.

Essential Partners first reported a position in CFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q1 2026. 141 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Essential Partners held 6,215 shares of Citizens Financial Group worth $396K as of Q3 2026.
Essential Partners left its Citizens Financial Group share count unchanged in Q3 2026.
Citizens Financial Group made up 0.18% of Essential Partners's portfolio in Q3 2026, its #102 holding.
Essential Partners first reported a position in Citizens Financial Group in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Citizens Financial Group position peaked at $1.61M in Q1 2026.
141 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.