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GAMMA Investing’s Citizens Financial Group CFG Stock Holding History

GAMMA Investing’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 		$1.41M Buy
22,122
+745
+3% +$52.4K 0.05% 326
2026
Q2 		$1.5M Buy
21,377
+1,395
+7% +$90K 0.06% 278
2026
Q1 		$1.2M Buy
19,982
+1,394
+7% +$85.7K 0.06% 297
2025
Q4 		$1.09M Buy
18,588
+1,429
+8% +$76.8K 0.05% 295
2025
Q3 		$912K Buy
17,159
+2,182
+15% +$109K 0.05% 320
2025
Q2 		$670K Buy
14,977
+2,776
+23% +$109K 0.04% 384
2025
Q1 		$500K Sell
12,201
-84
-0.7% -$3.75K 0.04% 417
2024
Q4 		$538K Buy
12,285
+997
+9% +$44.1K 0.05% 343
2024
Q3 		$464K Buy
11,288
+3,312
+42% +$134K 0.05% 353
2024
Q2 		$287K Buy
7,976
+3,771
+90% +$131K 0.04% 400
2024
Q1 		$153K Buy
4,205
+475
+13% +$15.6K 0.03% 482
2023
Q4 		$122K Buy
+3,730
New +$103K 0.03% 464

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing's CFG Position: Q3 2026 in Review

GAMMA Investing increased its Citizens Financial Group (CFG) stake by 3.5% in Q3 2026, buying an estimated $52.4K and bringing the position to 22,122 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #326.

GAMMA Investing first reported a position in CFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q2 2026. 41 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • GAMMA Investing held 22,122 shares of Citizens Financial Group worth $1.41M as of Q3 2026.
  • GAMMA Investing bought 745 Citizens Financial Group shares in Q3 2026, an estimated $52.4K.
  • Citizens Financial Group made up 0.05% of GAMMA Investing's portfolio in Q3 2026, its #326 holding.
  • GAMMA Investing first reported a position in Citizens Financial Group in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Citizens Financial Group position peaked at $1.5M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.