Heritage Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Heritage Wealth 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	–	Sell	-5,850	Closed	-$410K	–	280
2026 Q2	$410K	Buy	+5,850	New	+$377K	0.01%	152
2025 Q1	–	Sell	-109	Closed	-$4.77K	–	589
2024 Q4	$4.77K	Buy	109 +19	+21%	+$840	﹤0.01%	494
2024 Q3	$3.7K	Buy	+90	New	+$3.64K	﹤0.01%	510
2023 Q3	–	Sell	-287	Closed	-$7.48K	–	532
2023 Q2	$7.48K	Hold	287	–	–	﹤0.01%	447
2023 Q1	$8.72K	Hold	287	–	–	﹤0.01%	452
2022 Q4	$11.3K	Hold	287	–	–	﹤0.01%	445
2022 Q3	$9.9K	Hold	287	–	–	﹤0.01%	422
2022 Q2	$10K	Hold	287	–	–	﹤0.01%	462
2022 Q1	$13K	Hold	287	–	–	﹤0.01%	420
2021 Q4	$14K	Hold	287	–	–	﹤0.01%	427
2021 Q3	$13.5K	Hold	287	–	–	﹤0.01%	425
2021 Q2	$13.2K	Hold	287	–	–	﹤0.01%	438
2021 Q1	$12.7K	Hold	287	–	–	﹤0.01%	454
2020 Q4	$10K	Hold	287	–	–	﹤0.01%	452
2020 Q3	$7.26K	Hold	287	–	–	﹤0.01%	408
2020 Q2	$7.24K	Hold	287	–	–	﹤0.01%	392
2020 Q1	$5.4K	Sell	287 -1,056	-79%	-$34.5K	﹤0.01%	397
2019 Q4	$54.5K	Sell	1,343 -212	-14%	-$7.94K	0.01%	296
2019 Q3	$55K	Hold	1,555	–	–	0.01%	265
2019 Q2	$55K	Hold	1,555	–	–	0.01%	243
2019 Q1	$50.5K	Hold	1,555	–	–	0.01%	229
2018 Q4	$46K	Hold	1,555	–	–	0.01%	200
2018 Q3	$59K	Buy	+1,555	New	+$62.7K	0.01%	184

Other funds holding CFG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Heritage Wealth Advisors's CFG Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Citizens Financial Group (CFG) in Q3 2026, closing a stake of 5,850 shares — an estimated $410K sold.

Heritage Wealth Advisors first reported a position in CFG in Q3 2018 and held it in 23 quarters. The position peaked at $410K in Q2 2026. 626 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Heritage Wealth Advisors reported no remaining Citizens Financial Group position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 5,850 Citizens Financial Group shares in Q3 2026, an estimated $410K.
Heritage Wealth Advisors first reported a position in Citizens Financial Group in Q3 2018 and held it in 23 quarters.
Heritage Wealth Advisors's Citizens Financial Group position peaked at $410K in Q2 2026.
626 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.