SeaCrest Wealth Management
CFG icon

SeaCrest Wealth Management’s Citizens Financial Group CFG Stock Holding History

SeaCrest Wealth Management’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 		$1.23M Buy
19,327
+3
+0% +$211 0.14% 133
2026
Q2 		$1.35M Buy
19,324
+41
+0.2% +$2.64K 0.15% 128
2026
Q1 		$1.16M Buy
19,283
+119
+0.6% +$7.31K 0.12% 163
2025
Q4 		$1.17M Sell
19,164
-1,849
-9% -$99.3K 0.12% 164
2025
Q3 		$1.09M Buy
21,013
+1,698
+9% +$84.5K 0.12% 164
2025
Q2 		$864K Sell
19,315
-9,600
-33% -$378K 0.09% 202
2025
Q1 		$1.18M Buy
28,915
+189
+0.7% +$8.43K 0.13% 150
2024
Q4 		$1.26M Buy
28,726
+246
+0.9% +$10.9K 0.13% 144
2024
Q3 		$1.17M Sell
28,480
-1
-0% -$40 0.13% 155
2024
Q2 		$1.03M Buy
28,481
+460
+2% +$16K 0.12% 172
2024
Q1 		$1.02M Sell
28,021
-492
-2% -$16.1K 0.12% 174
2023
Q4 		$951K Buy
28,513
+7
+0% +$193 0.12% 180
2023
Q3 		$764K Hold
28,506
– – 0.1% 218
2023
Q2 		$743K Buy
28,506
+203
+0.7% +$5.59K 0.09% 223
2023
Q1 		$860K Sell
28,303
-3,423
-11% -$134K 0.12% 196
2022
Q4 		$1.25M Buy
31,726
+15
+0% +$586 0.18% 126
2022
Q3 		$1.09M Sell
31,711
-500
-2% -$18.5K 0.17% 135
2022
Q2 		$1.15M Buy
+32,211
New +$1.27M 0.14% 146
2019
Q2 		– Sell
-1,164
Closed -$38K – 729
2019
Q1 		$38K Buy
1,164
+333
+40% +$11.5K 0.01% 1033
2018
Q4 		$25K Sell
831
-600
-42% -$21K 0.01% 1157
2018
Q3 		$55K Sell
1,431
-226
-14% -$9.11K 0.01% 956
2018
Q2 		$64K Sell
1,657
-147
-8% -$6.12K 0.01% 885
2018
Q1 		$76K Buy
1,804
+147
+9% +$6.6K 0.01% 792
2017
Q4 		$70K Buy
+1,657
New +$64.8K 0.01% 838

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
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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

SeaCrest Wealth Management's CFG Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Citizens Financial Group (CFG) stake by 0.02% in Q3 2026, buying an estimated $211 and bringing the position to 19,327 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #133.

SeaCrest Wealth Management first reported a position in CFG in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.35M in Q2 2026. 266 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • SeaCrest Wealth Management held 19,327 shares of Citizens Financial Group worth $1.23M as of Q3 2026.
  • SeaCrest Wealth Management bought 3 Citizens Financial Group shares in Q3 2026, an estimated $211.
  • Citizens Financial Group made up 0.14% of SeaCrest Wealth Management's portfolio in Q3 2026, its #133 holding.
  • SeaCrest Wealth Management first reported a position in Citizens Financial Group in Q4 2017 and has held it in 24 quarters since.
  • SeaCrest Wealth Management's Citizens Financial Group position peaked at $1.35M in Q2 2026.
  • 266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.