VVP
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Venture Visionary Partners’s Citizens Financial Group CFG Stock Holding History

Venture Visionary Partners’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 		$2.94M Buy
46,076
+702
+2% +$49.4K 0.08% 199
2026
Q2 		$3.18M Buy
45,374
+1,347
+3% +$86.9K 0.09% 193
2026
Q1 		$2.64M Buy
44,027
+1,473
+3% +$90.5K 0.09% 188
2025
Q4 		$2.49M Buy
42,554
+3,195
+8% +$172K 0.08% 196
2025
Q3 		$2.09M Buy
39,359
+924
+2% +$46K 0.07% 200
2025
Q2 		$1.72M Buy
38,435
+1,063
+3% +$41.8K 0.06% 220
2025
Q1 		$1.53M Buy
37,372
+606
+2% +$27K 0.06% 230
2024
Q4 		$1.61M Sell
36,766
-618
-2% -$27.3K 0.07% 218
2024
Q3 		$1.54M Sell
37,384
-3,128
-8% -$126K 0.07% 233
2024
Q2 		$1.46M Sell
40,512
-621
-2% -$21.7K 0.07% 226
2024
Q1 		$1.49M Sell
41,133
-3,636
-8% -$119K 0.07% 220
2023
Q4 		$1.48M Sell
44,769
-10,186
-19% -$280K 0.08% 208
2023
Q3 		$1.47M Sell
54,955
-797
-1% -$22.8K 0.09% 197
2023
Q2 		$1.45M Buy
55,752
+2,707
+5% +$74.6K 0.09% 193
2023
Q1 		$1.61M Buy
53,045
+20,183
+61% +$790K 0.1% 179
2022
Q4 		$1.29M Buy
32,862
+24,314
+284% +$949K 0.09% 185
2022
Q3 		$293K Buy
8,548
+745
+10% +$27.6K 0.02% 373
2022
Q2 		$279K Buy
7,803
+849
+12% +$33.5K 0.02% 396
2022
Q1 		$315K Buy
6,954
+117
+2% +$6.01K 0.02% 404
2021
Q4 		$323K Sell
6,837
-267
-4% -$12.9K 0.02% 395
2021
Q3 		$336K Buy
+7,104
New +$312K 0.02% 377

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
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

Venture Visionary Partners's CFG Position: Q3 2026 in Review

Venture Visionary Partners increased its Citizens Financial Group (CFG) stake by 1.5% in Q3 2026, buying an estimated $49.4K and bringing the position to 46,076 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #199.

Venture Visionary Partners first reported a position in CFG in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.18M in Q2 2026. 41 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Venture Visionary Partners held 46,076 shares of Citizens Financial Group worth $2.94M as of Q3 2026.
  • Venture Visionary Partners bought 702 Citizens Financial Group shares in Q3 2026, an estimated $49.4K.
  • Citizens Financial Group made up 0.08% of Venture Visionary Partners's portfolio in Q3 2026, its #199 holding.
  • Venture Visionary Partners first reported a position in Citizens Financial Group in Q3 2021 and has held it in 21 quarters since.
  • Venture Visionary Partners's Citizens Financial Group position peaked at $3.18M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.