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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Toth Financial Advisory's CFG Position: Q2 2026 in Review

Toth Financial Advisory increased its Citizens Financial Group (CFG) stake by 227% in Q2 2026, buying an estimated $1.21M and bringing the position to 27,080 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #110.

Toth Financial Advisory first reported a position in CFG in Q3 2022 and has held it in 3 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Toth Financial Advisory held 27,080 shares of Citizens Financial Group worth $1.9M as of Q2 2026.
  • Toth Financial Advisory bought 18,800 Citizens Financial Group shares in Q2 2026, an estimated $1.21M.
  • Citizens Financial Group made up 0.19% of Toth Financial Advisory's portfolio in Q2 2026, its #110 holding.
  • Toth Financial Advisory first reported a position in Citizens Financial Group in Q3 2022 and has held it in 3 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.