Gradient Capital Advisors
CFG icon

Gradient Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Gradient Capital 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 		$290K Sell
4,543
-32
-0.7% -$2.25K 0.07% 146
2026
Q2 		$321K Hold
4,575
– – 0.07% 135
2026
Q1 		$274K Hold
4,575
– – 0.07% 146
2025
Q4 		$267K Buy
+4,575
New +$246K 0.07% 144

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Gradient Capital Advisors's CFG Position: Q3 2026 in Review

Gradient Capital Advisors reduced its Citizens Financial Group (CFG) stake by 0.7% in Q3 2026, selling an estimated $2.25K and leaving 4,543 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #146.

Gradient Capital Advisors first reported a position in CFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $321K in Q2 2026. 244 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Gradient Capital Advisors held 4,543 shares of Citizens Financial Group worth $290K as of Q3 2026.
  • Gradient Capital Advisors sold 32 Citizens Financial Group shares in Q3 2026, an estimated $2.25K.
  • Citizens Financial Group made up 0.07% of Gradient Capital Advisors's portfolio in Q3 2026, its #146 holding.
  • Gradient Capital Advisors first reported a position in Citizens Financial Group in Q4 2025 and has held it in 4 quarters since.
  • Gradient Capital Advisors's Citizens Financial Group position peaked at $321K in Q2 2026.
  • 244 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.