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

VisionPoint Advisory Group’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 Q2	$350K	Buy	4,989 +29	+0.6%	+$1.87K	0.06%	322
2026 Q1	$297K	Sell	4,960 -324	-6%	-$19.9K	0.06%	337
2025 Q4	$309K	Buy	5,284 +385	+8%	+$20.7K	0.06%	299
2025 Q3	$260K	Sell	4,899 -207	-4%	-$10.3K	0.05%	324
2025 Q2	$228K	Buy	+5,106	New	+$201K	0.05%	323

Other funds holding CFG

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VisionPoint Advisory Group's CFG Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Citizens Financial Group (CFG) stake by 0.58% in Q2 2026, buying an estimated $1.87K and bringing the position to 4,989 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #322.

VisionPoint Advisory Group first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

VisionPoint Advisory Group held 4,989 shares of Citizens Financial Group worth $350K as of Q2 2026.
VisionPoint Advisory Group bought 29 Citizens Financial Group shares in Q2 2026, an estimated $1.87K.
Citizens Financial Group made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #322 holding.
VisionPoint Advisory Group first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.