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Vista Investment Partners’s Citizens Financial Group CFG Stock Holding History

Vista Investment 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 		$4.35M Sell
68,206
-1,516
-2% -$107K 1.13% 33
2026
Q2 		$4.89M Sell
69,722
-1,515
-2% -$97.7K 1.23% 25
2026
Q1 		$4.27M Buy
71,237
+2,658
+4% +$163K 1.13% 33
2025
Q4 		$4.01M Buy
+68,579
New +$3.68M 1.05% 38

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
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

Vista Investment Partners's CFG Position: Q3 2026 in Review

Vista Investment Partners reduced its Citizens Financial Group (CFG) stake by 2.2% in Q3 2026, selling an estimated $107K and leaving 68,206 shares worth $4.35M. The position accounts for 1.13% of the portfolio, ranked #33.

Vista Investment Partners first reported a position in CFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.89M in Q2 2026. 41 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Vista Investment Partners held 68,206 shares of Citizens Financial Group worth $4.35M as of Q3 2026.
  • Vista Investment Partners sold 1,516 Citizens Financial Group shares in Q3 2026, an estimated $107K.
  • Citizens Financial Group made up 1.13% of Vista Investment Partners's portfolio in Q3 2026, its #33 holding.
  • Vista Investment Partners first reported a position in Citizens Financial Group in Q4 2025 and has held it in 4 quarters since.
  • Vista Investment Partners's Citizens Financial Group position peaked at $4.89M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.