Strategy Asset Managers’s Citizens Financial Group CFG Stock Holding History

Strategy Asset Managers’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	$710K	Buy	+11,141	New	+$784K	0.11%	137

Other funds holding CFG

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Strategy Asset Managers's CFG Position: Q3 2026 in Review

Strategy Asset Managers opened a new position in Citizens Financial Group (CFG) in Q3 2026: 11,141 shares worth $710K. The stake represents 0.11% of the portfolio and ranks #137 among its holdings.

139 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Strategy Asset Managers held 11,141 shares of Citizens Financial Group worth $710K as of Q3 2026.
Citizens Financial Group was a new Strategy Asset Managers position in Q3 2026.
Citizens Financial Group made up 0.11% of Strategy Asset Managers's portfolio in Q3 2026, its #137 holding.
139 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.