V-Square Quantitative Management
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V-Square Quantitative Management’s Citizens Financial Group CFG Stock Holding History

V-Square Quantitative Management’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 		$860K Buy
13,493
+427
+3% +$30.1K 0.08% 225
2026
Q2 		$916K Buy
13,066
+492
+4% +$31.7K 0.09% 201
2026
Q1 		$754K Buy
12,574
+579
+5% +$35.6K 0.08% 215
2025
Q4 		$701K Sell
11,995
-1,307
-10% -$70.2K 0.07% 231
2025
Q3 		$707K Buy
13,302
+287
+2% +$14.3K 0.12% 132
2025
Q2 		$582K Buy
13,015
+1,192
+10% +$46.9K 0.08% 266
2025
Q1 		$484K Buy
11,823
+418
+4% +$18.6K 0.07% 300
2024
Q4 		$499K Sell
11,405
-471
-4% -$20.8K 0.07% 290
2024
Q3 		$488K Sell
11,876
-896
-7% -$36.2K 0.07% 301
2024
Q2 		$460K Sell
12,772
-222
-2% -$7.74K 0.07% 268
2024
Q1 		$472K Hold
12,994
– – 0.07% 285
2023
Q4 		$431K Buy
12,994
+2,198
+20% +$60.5K 0.08% 254
2023
Q3 		$289K Buy
10,796
+6,938
+180% +$198K 0.13% 213
2023
Q2 		$101K Buy
+3,858
New +$106K 0.07% 221

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

V-Square Quantitative Management's CFG Position: Q3 2026 in Review

V-Square Quantitative Management increased its Citizens Financial Group (CFG) stake by 3.3% in Q3 2026, buying an estimated $30.1K and bringing the position to 13,493 shares worth $860K. The position accounts for 0.08% of the portfolio, ranked #225.

V-Square Quantitative Management first reported a position in CFG in Q2 2023 and has held it in 14 quarters since. The position peaked at $916K in Q2 2026. 166 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • V-Square Quantitative Management held 13,493 shares of Citizens Financial Group worth $860K as of Q3 2026.
  • V-Square Quantitative Management bought 427 Citizens Financial Group shares in Q3 2026, an estimated $30.1K.
  • Citizens Financial Group made up 0.08% of V-Square Quantitative Management's portfolio in Q3 2026, its #225 holding.
  • V-Square Quantitative Management first reported a position in Citizens Financial Group in Q2 2023 and has held it in 14 quarters since.
  • V-Square Quantitative Management's Citizens Financial Group position peaked at $916K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.