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Strategic Advisors’s Citizens Financial Group CFG Stock Holding History

Strategic 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 		$1.36M Hold
21,270
– – 0.29% 60
2026
Q2 		$1.49M Hold
21,270
– – 0.32% 53
2026
Q1 		$1.28M Hold
21,270
– – 0.21% 91
2025
Q4 		$1.24M Hold
21,270
– – 0.19% 95
2025
Q3 		$1.13M Hold
21,270
– – 0.18% 100
2025
Q2 		$952K Hold
21,270
– – 0.19% 89
2025
Q1 		$871K Sell
21,270
-500
-2% -$22.3K 0.17% 109
2024
Q4 		$953K Buy
21,770
+1,570
+8% +$69.4K 0.17% 106
2024
Q3 		$830K Sell
20,200
-2,000
-9% -$80.8K 0.15% 113
2024
Q2 		$800K Sell
22,200
-2,000
-8% -$69.7K 0.16% 114
2024
Q1 		$878K Hold
24,200
– – 0.17% 107
2023
Q4 		$802K Sell
24,200
-6,000
-20% -$165K 0.15% 116
2023
Q3 		$809K Sell
30,200
-1,000
-3% -$28.6K 0.16% 113
2023
Q2 		$814K Sell
31,200
-2,065
-6% -$56.9K 0.16% 119
2023
Q1 		$1.01M Sell
33,265
-185
-0.6% -$7.24K 0.2% 93
2022
Q4 		$1.32M Sell
33,450
-1,100
-3% -$43K 0.29% 76
2022
Q3 		$1.19M Hold
34,550
– – 0.26% 82
2022
Q2 		$1.23M Sell
34,550
-1,700
-5% -$67.1K 0.26% 83
2022
Q1 		$1.64M Hold
36,250
– – 0.29% 74
2021
Q4 		$1.71M Sell
36,250
-500
-1% -$24.1K 0.24% 84
2021
Q3 		$1.73M Sell
36,750
-250
-0.7% -$11K 0.37% 67
2021
Q2 		$1.7M Hold
37,000
– – 0.44% 53
2021
Q1 		$1.63M Sell
37,000
-500
-1% -$20.8K 0.47% 49
2020
Q4 		$1.51M Sell
37,500
-2,000
-5% -$62.8K 0.44% 51
2020
Q3 		$1.08M Sell
39,500
-9,400
-19% -$238K 0.36% 61
2020
Q2 		$1.25M Buy
+48,900
New +$1.11M 0.47% 47

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

Strategic Advisors's CFG Position: Q3 2026 in Review

Strategic Advisors held its Citizens Financial Group (CFG) position steady in Q3 2026 at 21,270 shares worth $1.36M. The position accounts for 0.29% of the portfolio, ranked #60.

Strategic Advisors first reported a position in CFG in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.73M in Q3 2021. 275 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Strategic Advisors held 21,270 shares of Citizens Financial Group worth $1.36M as of Q3 2026.
  • Strategic Advisors left its Citizens Financial Group share count unchanged in Q3 2026.
  • Citizens Financial Group made up 0.29% of Strategic Advisors's portfolio in Q3 2026, its #60 holding.
  • Strategic Advisors first reported a position in Citizens Financial Group in Q2 2020 and has held it in 26 quarters since.
  • Strategic Advisors's Citizens Financial Group position peaked at $1.73M in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

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