Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s Citizens Financial Group CFG Stock Holding History

Summit Wealth Group (Colorado)’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 		$212K Buy
3,329
+444
+15% +$31.2K 0.01% 420
2026
Q2 		$202K Buy
+2,885
New +$186K 0.02% 388

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
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

Summit Wealth Group (Colorado)'s CFG Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Citizens Financial Group (CFG) stake by 15% in Q3 2026, buying an estimated $31.2K and bringing the position to 3,329 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #420.

Summit Wealth Group (Colorado) first reported a position in CFG in Q2 2026 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Summit Wealth Group (Colorado) held 3,329 shares of Citizens Financial Group worth $212K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 444 Citizens Financial Group shares in Q3 2026, an estimated $31.2K.
  • Citizens Financial Group made up 0.01% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #420 holding.
  • Summit Wealth Group (Colorado) first reported a position in Citizens Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.