Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Citizens Financial Group CFG Stock Holding History

Gladstone Institutional Advisory’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 		$2.77M Buy
43,384
+35,660
+462% +$2.51M 0.08% 253
2026
Q2 		$541K Sell
7,724
-45
-0.6% -$2.9K 0.02% 565
2026
Q1 		$466K Sell
7,769
-968
-11% -$59.5K 0.02% 552
2025
Q4 		$510K Sell
8,737
-243
-3% -$13.1K 0.02% 497
2025
Q3 		$477K Sell
8,980
-1,138
-11% -$56.6K 0.02% 526
2025
Q2 		$453K Sell
10,118
-161
-2% -$6.34K 0.02% 523
2025
Q1 		$421K Sell
10,279
-503
-5% -$22.4K 0.02% 509
2024
Q4 		$472K Sell
10,782
-308
-3% -$13.6K 0.02% 483
2024
Q3 		$455K Sell
11,090
-468
-4% -$18.9K 0.02% 474
2024
Q2 		$416K Buy
11,558
+50
+0.4% +$1.74K 0.02% 463
2024
Q1 		$418K Sell
11,508
-66
-0.6% -$2.16K 0.02% 458
2023
Q4 		$384K Buy
11,574
+584
+5% +$16.1K 0.02% 469
2023
Q3 		$295K Buy
10,990
+2,007
+22% +$57.4K 0.02% 500
2023
Q2 		$234K Buy
8,983
+590
+7% +$16.3K 0.01% 570
2023
Q1 		$255K Buy
8,393
+446
+6% +$17.5K 0.02% 564
2022
Q4 		$313K Sell
7,947
-1,407
-15% -$54.9K 0.02% 491
2022
Q3 		$321K Buy
9,354
+2,236
+31% +$82.7K 0.03% 482
2022
Q2 		$254K Buy
7,118
+2,484
+54% +$98.1K 0.02% 544
2022
Q1 		$210K Buy
4,634
+226
+5% +$11.6K 0.01% 658
2021
Q4 		$208K Buy
+4,408
New +$212K 0.02% 554

Other funds holding CFG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Gladstone Institutional Advisory's CFG Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Citizens Financial Group (CFG) stake by 462% in Q3 2026, buying an estimated $2.51M and bringing the position to 43,384 shares worth $2.77M. The position accounts for 0.08% of the portfolio, ranked #253.

Gladstone Institutional Advisory first reported a position in CFG in Q4 2021 and has held it in 20 quarters since. 885 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Gladstone Institutional Advisory held 43,384 shares of Citizens Financial Group worth $2.77M as of Q3 2026.
  • Gladstone Institutional Advisory bought 35,660 Citizens Financial Group shares in Q3 2026, an estimated $2.51M.
  • Citizens Financial Group made up 0.08% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #253 holding.
  • Gladstone Institutional Advisory first reported a position in Citizens Financial Group in Q4 2021 and has held it in 20 quarters since.
  • 885 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.