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

Spire 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 		$61.5K Buy
964
+230
+31% +$16.2K ﹤0.01% 1083
2026
Q2 		$51.4K Buy
734
+40
+6% +$2.58K ﹤0.01% 1176
2026
Q1 		$41.6K Sell
694
-39
-5% -$2.4K ﹤0.01% 1219
2025
Q4 		$42.8K Buy
733
+44
+6% +$2.36K ﹤0.01% 1232
2025
Q3 		$36.6K Sell
689
-47
-6% -$2.34K ﹤0.01% 1330
2025
Q2 		$32.9K Buy
736
+55
+8% +$2.16K ﹤0.01% 1350
2025
Q1 		$27.9K Sell
681
-40
-6% -$1.78K ﹤0.01% 1500
2024
Q4 		$31.6K Buy
721
+40
+6% +$1.77K ﹤0.01% 1456
2024
Q3 		$28K Sell
681
-70
-9% -$2.83K ﹤0.01% 1333
2024
Q2 		$27.1K Buy
751
+122
+19% +$4.25K ﹤0.01% 1329
2024
Q1 		$22.8K Buy
629
+5
+0.8% +$164 ﹤0.01% 1471
2023
Q4 		$20.3K Buy
624
+20
+3% +$550 ﹤0.01% 1536
2023
Q3 		$16.2K Buy
604
+25
+4% +$715 ﹤0.01% 1582
2023
Q2 		$15.1K Sell
579
-491
-46% -$13.5K ﹤0.01% 1689
2023
Q1 		$32.5K Buy
1,070
+66
+7% +$2.58K ﹤0.01% 1400
2022
Q4 		$40K Buy
1,004
+149
+17% +$5.82K ﹤0.01% 1062
2022
Q3 		$29K Sell
855
-186
-18% -$6.88K ﹤0.01% 1161
2022
Q2 		$37K Sell
1,041
-442
-30% -$17.5K ﹤0.01% 1418
2022
Q1 		$67K Buy
1,483
+290
+24% +$14.9K ﹤0.01% 1331
2021
Q4 		$56K Buy
1,193
+591
+98% +$28.5K ﹤0.01% 1663
2021
Q3 		$28K Buy
602
+360
+149% +$15.8K ﹤0.01% 1712
2021
Q2 		$11K Sell
242
-66
-21% -$3.12K ﹤0.01% 2073
2021
Q1 		$14K Buy
+308
New +$12.8K ﹤0.01% 2292

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

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

Spire Wealth Management increased its Citizens Financial Group (CFG) stake by 31% in Q3 2026, buying an estimated $16.2K and bringing the position to 964 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Spire Wealth Management first reported a position in CFG in Q1 2021 and has held it in 23 quarters since. The position peaked at $67K in Q1 2022. 389 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Spire Wealth Management held 964 shares of Citizens Financial Group worth $61.5K as of Q3 2026.
  • Spire Wealth Management bought 230 Citizens Financial Group shares in Q3 2026, an estimated $16.2K.
  • Citizens Financial Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1083 holding.
  • Spire Wealth Management first reported a position in Citizens Financial Group in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Citizens Financial Group position peaked at $67K in Q1 2022.
  • 389 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.