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Riversedge Advisors’s Citizens Financial Group CFG Stock Holding History

Riversedge 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 		$205K Sell
3,208
-34
-1% -$2.39K 0.03% 356
2026
Q2 		$227K Buy
+3,242
New +$209K 0.03% 284

Other funds holding CFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Riversedge Advisors's CFG Position: Q3 2026 in Review

Riversedge Advisors reduced its Citizens Financial Group (CFG) stake by 1% in Q3 2026, selling an estimated $2.39K and leaving 3,208 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #356.

Riversedge Advisors first reported a position in CFG in Q2 2026 and has held it in 2 quarters since. The position peaked at $227K in Q2 2026. 38 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Riversedge Advisors held 3,208 shares of Citizens Financial Group worth $205K as of Q3 2026.
  • Riversedge Advisors sold 34 Citizens Financial Group shares in Q3 2026, an estimated $2.39K.
  • Citizens Financial Group made up 0.03% of Riversedge Advisors's portfolio in Q3 2026, its #356 holding.
  • Riversedge Advisors first reported a position in Citizens Financial Group in Q2 2026 and has held it in 2 quarters since.
  • Riversedge Advisors's Citizens Financial Group position peaked at $227K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.