Sheets Smith Wealth Management
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Sheets Smith Wealth Management’s Citizens Financial Group CFG Stock Holding History

Sheets Smith 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 		$497K Hold
7,796
– – 0.05% 286
2026
Q2 		$546K Hold
7,796
– – 0.05% 287
2026
Q1 		$468K Buy
7,796
+55
+0.7% +$3.38K 0.05% 297
2025
Q4 		$452K Buy
+7,741
New +$416K 0.05% 287
2017
Q3 		– Sell
-10,827
Closed -$386K – 305
2017
Q2 		$386K Buy
+10,827
New +$384K 0.1% 196

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Ninety One (UK)
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Sheets Smith Wealth Management's CFG Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Citizens Financial Group (CFG) position steady in Q3 2026 at 7,796 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #286.

Sheets Smith Wealth Management first reported a position in CFG in Q2 2017 and has held it in 5 quarters since. The position peaked at $546K in Q2 2026. 139 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Sheets Smith Wealth Management held 7,796 shares of Citizens Financial Group worth $497K as of Q3 2026.
  • Sheets Smith Wealth Management left its Citizens Financial Group share count unchanged in Q3 2026.
  • Citizens Financial Group made up 0.05% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #286 holding.
  • Sheets Smith Wealth Management first reported a position in Citizens Financial Group in Q2 2017 and has held it in 5 quarters since.
  • Sheets Smith Wealth Management's Citizens Financial Group position peaked at $546K in Q2 2026.
  • 139 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.