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Farther Finance Advisors’s Citizens Financial Group CFG Stock Holding History

Farther Finance Advisors’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 		$1.63M Sell
25,548
-430
-2% -$30.3K 0.01% 869
2026
Q2 		$1.82M Buy
25,978
+2,357
+10% +$152K 0.01% 795
2026
Q1 		$1.43M Buy
23,621
+3,480
+17% +$214K 0.01% 799
2025
Q4 		$1.18M Buy
20,141
+6,654
+49% +$358K 0.01% 804
2025
Q3 		$717K Buy
13,487
+3,801
+39% +$189K 0.01% 889
2025
Q2 		$433K Buy
9,686
+2,154
+29% +$84.8K 0.01% 980
2025
Q1 		$306K Buy
7,532
+3,018
+67% +$135K 0.01% 1029
2024
Q4 		$198K Sell
4,514
-12,954
-74% -$573K 0.01% 991
2024
Q3 		$717K Buy
17,468
+11,578
+197% +$468K 0.03% 462
2024
Q2 		$211K Buy
5,890
+3,765
+177% +$131K 0.01% 819
2024
Q1 		$75.7K Buy
2,125
+265
+14% +$8.69K ﹤0.01% 1040
2023
Q4 		$61.6K Buy
1,860
+782
+73% +$21.5K ﹤0.01% 970
2023
Q3 		$28.9K Buy
1,078
+296
+38% +$8.46K ﹤0.01% 979
2023
Q2 		$20.4K Buy
782
+207
+36% +$5.7K ﹤0.01% 992
2023
Q1 		$17.5K Buy
575
+55
+11% +$2.15K 0.01% 944
2022
Q4 		$20.5K Buy
+520
New +$20.3K 0.01% 732

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
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's CFG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Citizens Financial Group (CFG) stake by 1.7% in Q3 2026, selling an estimated $30.3K and leaving 25,548 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #869.

Farther Finance Advisors first reported a position in CFG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.82M in Q2 2026. 41 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Farther Finance Advisors held 25,548 shares of Citizens Financial Group worth $1.63M as of Q3 2026.
  • Farther Finance Advisors sold 430 Citizens Financial Group shares in Q3 2026, an estimated $30.3K.
  • Citizens Financial Group made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #869 holding.
  • Farther Finance Advisors first reported a position in Citizens Financial Group in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Citizens Financial Group position peaked at $1.82M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.