GoalVest Advisory
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GoalVest Advisory’s Citizens Financial Group CFG Stock Holding History

GoalVest 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 		$56.3K Buy
883
+203
+30% +$14.3K 0.01% 214
2026
Q2 		$47.6K Hold
680
– – 0.01% 215
2026
Q1 		$40.8K Hold
680
– – 0.01% 247
2025
Q4 		$39.7K Hold
680
– – 0.01% 262
2025
Q3 		$36.1K Hold
680
– – 0.01% 242
2025
Q2 		$30.4K Buy
680
+676
+16,900% +$26.6K 0.01% 246
2025
Q1 		$164 Buy
+4
New +$178 ﹤0.01% 471
2024
Q2 		– Sell
-370
Closed -$13.4K – 333
2024
Q1 		$13.4K Sell
370
-160
-30% -$5.25K ﹤0.01% 295
2023
Q4 		$17.6K Buy
+530
New +$14.6K 0.01% 217
2022
Q2 		– Sell
-163
Closed -$7K – 342
2022
Q1 		$7K Buy
+163
New +$8.38K ﹤0.01% 257

Other funds holding CFG

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
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

GoalVest Advisory's CFG Position: Q3 2026 in Review

GoalVest Advisory increased its Citizens Financial Group (CFG) stake by 30% in Q3 2026, buying an estimated $14.3K and bringing the position to 883 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #214.

GoalVest Advisory first reported a position in CFG in Q1 2022 and has held it in 10 quarters since. 599 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • GoalVest Advisory held 883 shares of Citizens Financial Group worth $56.3K as of Q3 2026.
  • GoalVest Advisory bought 203 Citizens Financial Group shares in Q3 2026, an estimated $14.3K.
  • Citizens Financial Group made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #214 holding.
  • GoalVest Advisory first reported a position in Citizens Financial Group in Q1 2022 and has held it in 10 quarters since.
  • 599 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.