Stewardship Advisors
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Stewardship Advisors’s Citizens Financial Group CFG Stock Holding History

Stewardship 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 		$202K Hold
3,166
– – 0.04% 175
2026
Q2 		$222K Buy
+3,166
New +$204K 0.05% 167

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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Stewardship Advisors's CFG Position: Q3 2026 in Review

Stewardship Advisors held its Citizens Financial Group (CFG) position steady in Q3 2026 at 3,166 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #175.

Stewardship Advisors first reported a position in CFG in Q2 2026 and has held it in 2 quarters since. The position peaked at $222K in Q2 2026. 679 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Stewardship Advisors held 3,166 shares of Citizens Financial Group worth $202K as of Q3 2026.
  • Stewardship Advisors left its Citizens Financial Group share count unchanged in Q3 2026.
  • Citizens Financial Group made up 0.04% of Stewardship Advisors's portfolio in Q3 2026, its #175 holding.
  • Stewardship Advisors first reported a position in Citizens Financial Group in Q2 2026 and has held it in 2 quarters since.
  • Stewardship Advisors's Citizens Financial Group position peaked at $222K in Q2 2026.
  • 679 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.