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Valeo Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Valeo Financial Advisors’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 		$279K Buy
4,381
+463
+12% +$32.6K 0.01% 658
2026
Q2 		$275K Buy
3,918
+387
+11% +$25K 0.01% 649
2026
Q1 		$212K Buy
+3,531
New +$217K 0.01% 675
2022
Q3 		– Sell
-6,032
Closed -$215K – 514
2022
Q2 		$215K Sell
6,032
-19,667
-77% -$777K 0.01% 424
2022
Q1 		$393K Buy
25,699
+20,001
+351% +$1.03M 0.02% 380
2021
Q4 		$269K Buy
5,698
+164
+3% +$7.9K 0.01% 437
2021
Q3 		$260K Buy
+5,534
New +$243K 0.01% 431
2021
Q2 		– Sell
-3,587
Closed -$158K – 733
2021
Q1 		$158K Buy
3,587
+3,172
+764% +$132K 0.01% 500
2020
Q4 		$15K Sell
415
-366
-47% -$11.5K ﹤0.01% 1100
2020
Q3 		$20K Sell
781
-3,463
-82% -$87.8K ﹤0.01% 915
2020
Q2 		$107K Buy
4,244
+233
+6% +$5.29K 0.01% 492
2020
Q1 		$84K Buy
4,011
+383
+11% +$12.5K 0.01% 464
2019
Q4 		$147K Buy
3,628
+50
+1% +$1.87K 0.01% 382
2019
Q3 		$127K Buy
3,578
+357
+11% +$12.5K 0.01% 374
2019
Q2 		$114K Sell
3,221
-901
-22% -$31.4K 0.01% 400
2019
Q1 		$134K Buy
4,122
+81
+2% +$2.81K 0.02% 357
2018
Q4 		$120K Hold
4,041
– – 0.02% 347
2018
Q3 		$147K Buy
4,041
+70
+2% +$2.82K 0.02% 327
2018
Q2 		$160K Buy
3,971
+558
+16% +$23.2K 0.02% 313
2018
Q1 		$143K Buy
3,413
+265
+8% +$11.9K 0.02% 296
2017
Q4 		$132K Buy
3,148
+1,770
+128% +$69.2K 0.02% 294
2017
Q3 		$52K Buy
+1,378
New +$48.2K 0.01% 402

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
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
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors's CFG Position: Q3 2026 in Review

Valeo Financial Advisors increased its Citizens Financial Group (CFG) stake by 12% in Q3 2026, buying an estimated $32.6K and bringing the position to 4,381 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #658.

Valeo Financial Advisors first reported a position in CFG in Q3 2017 and has held it in 22 quarters since. The position peaked at $393K in Q1 2022. 38 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Valeo Financial Advisors held 4,381 shares of Citizens Financial Group worth $279K as of Q3 2026.
  • Valeo Financial Advisors bought 463 Citizens Financial Group shares in Q3 2026, an estimated $32.6K.
  • Citizens Financial Group made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #658 holding.
  • Valeo Financial Advisors first reported a position in Citizens Financial Group in Q3 2017 and has held it in 22 quarters since.
  • Valeo Financial Advisors's Citizens Financial Group position peaked at $393K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

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