Highline Wealth Partners
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Highline Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Highline Wealth Partners’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 		$28.6K Buy
449
+165
+58% +$11.6K 0.01% 359
2026
Q2 		$19.9K Buy
284
+24
+9% +$1.55K ﹤0.01% 397
2026
Q1 		$15.6K Buy
260
+174
+202% +$10.7K ﹤0.01% 347
2025
Q4 		$5K Buy
86
+1
+1% +$54 ﹤0.01% 558
2025
Q3 		$4.53K Hold
85
– – ﹤0.01% 597
2025
Q2 		$3.79K Buy
85
+1
+1% +$39 ﹤0.01% 515
2025
Q1 		$3.44K Buy
84
+6
+8% +$268 ﹤0.01% 521
2024
Q4 		$3.39K Buy
78
+20
+34% +$884 ﹤0.01% 396
2024
Q3 		$2.38K Hold
58
– – ﹤0.01% 439
2024
Q2 		$2.09K Hold
58
– – ﹤0.01% 396
2024
Q1 		$2.1K Hold
58
– – ﹤0.01% 323
2023
Q4 		$1.92K Hold
58
– – ﹤0.01% 301
2023
Q3 		$1.55K Hold
58
– – ﹤0.01% 284
2023
Q2 		$1.51K Hold
58
– – ﹤0.01% 245
2023
Q1 		$1.76K Hold
58
– – ﹤0.01% 236
2022
Q4 		$2.28K Hold
58
– – ﹤0.01% 213
2022
Q3 		$1.99K Buy
+58
New +$2.15K ﹤0.01% 214

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

Highline Wealth Partners's CFG Position: Q3 2026 in Review

Highline Wealth Partners increased its Citizens Financial Group (CFG) stake by 58% in Q3 2026, buying an estimated $11.6K and bringing the position to 449 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #359.

Highline Wealth Partners first reported a position in CFG in Q3 2022 and has held it in 17 quarters since. 259 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Highline Wealth Partners held 449 shares of Citizens Financial Group worth $28.6K as of Q3 2026.
  • Highline Wealth Partners bought 165 Citizens Financial Group shares in Q3 2026, an estimated $11.6K.
  • Citizens Financial Group made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #359 holding.
  • Highline Wealth Partners first reported a position in Citizens Financial Group in Q3 2022 and has held it in 17 quarters since.
  • 259 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.