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 Q3	$319K	Buy	5,000 +11	+0.2%	+$774	0.05%	337
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 $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

VisionPoint Advisory Group's CFG Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Citizens Financial Group (CFG) stake by 0.22% in Q3 2026, buying an estimated $774 and bringing the position to 5,000 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #337.

VisionPoint Advisory Group first reported a position in CFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $350K in Q2 2026. 196 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

VisionPoint Advisory Group held 5,000 shares of Citizens Financial Group worth $319K as of Q3 2026.
VisionPoint Advisory Group bought 11 Citizens Financial Group shares in Q3 2026, an estimated $774.
Citizens Financial Group made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #337 holding.
VisionPoint Advisory Group first reported a position in Citizens Financial Group in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's Citizens Financial Group position peaked at $350K in Q2 2026.
196 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.