Herold Advisors’s Citizens Financial Group CFG Stock Holding History

Herold 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	$259K	Sell	4,057 -15	-0.4%	-$1.06K	0.05%	235
2026 Q2	$285K	Buy	+4,072	New	+$263K	0.06%	232
2022 Q2	–	Sell	-2,400	Closed	-$109K	–	265
2022 Q1	$109K	Buy	+2,400	New	+$123K	0.04%	262
2021 Q4	–	Sell	-2,400	Closed	-$112K	–	268
2021 Q3	$112K	Buy	+2,400	New	+$105K	0.04%	263

Other funds holding CFG

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

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Herold Advisors's CFG Position: Q3 2026 in Review

Herold Advisors reduced its Citizens Financial Group (CFG) stake by 0.37% in Q3 2026, selling an estimated $1.06K and leaving 4,057 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #235.

Herold Advisors first reported a position in CFG in Q3 2021 and has held it in 4 quarters since. The position peaked at $285K in Q2 2026. 161 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Herold Advisors held 4,057 shares of Citizens Financial Group worth $259K as of Q3 2026.
Herold Advisors sold 15 Citizens Financial Group shares in Q3 2026, an estimated $1.06K.
Citizens Financial Group made up 0.05% of Herold Advisors's portfolio in Q3 2026, its #235 holding.
Herold Advisors first reported a position in Citizens Financial Group in Q3 2021 and has held it in 4 quarters since.
Herold Advisors's Citizens Financial Group position peaked at $285K in Q2 2026.
161 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.