Krilogy Financial’s Citizens Financial Group CFG Stock Holding History

Krilogy Financial’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	$1.66M	Sell	26,034 -819	-3%	-$57.6K	0.05%	291
2026 Q2	$1.88M	Buy	26,853 +1,839	+7%	+$119K	0.06%	252
2026 Q1	$1.61M	Sell	25,014 -317	-1%	-$19.5K	0.05%	250
2025 Q4	$1.58M	Buy	25,331 +2,351	+10%	+$126K	0.05%	248
2025 Q3	$1.18M	Buy	+22,980	New	+$1.14M	0.04%	304

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

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

Krilogy Financial's CFG Position: Q3 2026 in Review

Krilogy Financial reduced its Citizens Financial Group (CFG) stake by 3% in Q3 2026, selling an estimated $57.6K and leaving 26,034 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #291.

Krilogy Financial first reported a position in CFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q2 2026. 266 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Krilogy Financial held 26,034 shares of Citizens Financial Group worth $1.66M as of Q3 2026.
Krilogy Financial sold 819 Citizens Financial Group shares in Q3 2026, an estimated $57.6K.
Citizens Financial Group made up 0.05% of Krilogy Financial's portfolio in Q3 2026, its #291 holding.
Krilogy Financial first reported a position in Citizens Financial Group in Q3 2025 and has held it in 5 quarters since.
Krilogy Financial's Citizens Financial Group position peaked at $1.88M in Q2 2026.
266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.