Toth Financial Advisory’s Citizens Financial Group CFG Stock Holding History

Toth Financial Advisory’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	$1.86M	Buy	29,215 +2,135	+8%	+$150K	0.19%	105
2026 Q2	$1.9M	Buy	27,080 +18,800	+227%	+$1.21M	0.19%	110
2026 Q1	$497K	Buy	+8,280	New	+$509K	0.05%	165
2022 Q4	–	Sell	-265	Closed	-$9K	–	727
2022 Q3	$9K	Buy	+265	New	+$9.8K	﹤0.01%	469

Other funds holding CFG

AIM

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

VWM

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

SIS

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's CFG Position: Q3 2026 in Review

Toth Financial Advisory increased its Citizens Financial Group (CFG) stake by 7.9% in Q3 2026, buying an estimated $150K and bringing the position to 29,215 shares worth $1.86M. The position accounts for 0.19% of the portfolio, ranked #105.

Toth Financial Advisory first reported a position in CFG in Q3 2022 and has held it in 4 quarters since. The position peaked at $1.9M in Q2 2026. 41 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Toth Financial Advisory held 29,215 shares of Citizens Financial Group worth $1.86M as of Q3 2026.
Toth Financial Advisory bought 2,135 Citizens Financial Group shares in Q3 2026, an estimated $150K.
Citizens Financial Group made up 0.19% of Toth Financial Advisory's portfolio in Q3 2026, its #105 holding.
Toth Financial Advisory first reported a position in Citizens Financial Group in Q3 2022 and has held it in 4 quarters since.
Toth Financial Advisory's Citizens Financial Group position peaked at $1.9M in Q2 2026.
41 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.