Vontobel Holding
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Vontobel Holding’s Citizens Financial Group CFG Stock Holding History

Vontobel Holding’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 		$1.97M Buy
30,906
+3,048
+11% +$215K 0.01% 634
2026
Q2 		$1.95M Buy
27,858
+304
+1% +$19.6K 0.01% 639
2026
Q1 		$1.65M Buy
27,554
+22,671
+464% +$1.39M 0.01% 559
2025
Q4 		$285K Hold
4,883
– – ﹤0.01% 1182
2025
Q3 		$260K Sell
4,883
-145
-3% -$7.22K ﹤0.01% 1147
2025
Q2 		$225K Sell
5,028
-484
-9% -$19K ﹤0.01% 1135
2025
Q1 		$226K Sell
5,512
-968
-15% -$43.2K ﹤0.01% 988
2024
Q4 		$284K Sell
6,480
-8,417
-57% -$372K ﹤0.01% 928
2024
Q3 		$612K Buy
14,897
+8,262
+125% +$334K ﹤0.01% 727
2024
Q2 		$239K Sell
6,635
-835
-11% -$29.1K ﹤0.01% 950
2024
Q1 		$271K Sell
7,470
-8,929
-54% -$293K ﹤0.01% 924
2023
Q4 		$543K Buy
+16,399
New +$451K ﹤0.01% 776
2023
Q2 		– Sell
-8,464
Closed -$257K – 1100
2023
Q1 		$257K Sell
8,464
-224
-3% -$8.77K ﹤0.01% 919
2022
Q4 		$339K Buy
8,688
+1,160
+15% +$45.3K ﹤0.01% 864
2022
Q3 		$259K Sell
7,528
-22
-0.3% -$814 ﹤0.01% 886
2022
Q2 		$273K Sell
7,550
-21,800
-74% -$861K ﹤0.01% 864
2022
Q1 		$1.37M Sell
29,350
-435
-1% -$22.4K 0.01% 532
2021
Q4 		$1.41M Buy
29,785
+16,166
+119% +$779K 0.01% 545
2021
Q3 		$640K Buy
13,619
+1,230
+10% +$54K 0.01% 721
2021
Q2 		$567K Buy
12,389
+3,340
+37% +$158K ﹤0.01% 730
2021
Q1 		$400K Buy
9,049
+1,039
+13% +$43.2K ﹤0.01% 726
2020
Q4 		$325K Buy
+8,010
New +$251K ﹤0.01% 781

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vontobel Holding's CFG Position: Q3 2026 in Review

Vontobel Holding increased its Citizens Financial Group (CFG) stake by 11% in Q3 2026, buying an estimated $215K and bringing the position to 30,906 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #634.

Vontobel Holding first reported a position in CFG in Q4 2020 and has held it in 22 quarters since. 517 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Vontobel Holding held 30,906 shares of Citizens Financial Group worth $1.97M as of Q3 2026.
  • Vontobel Holding bought 3,048 Citizens Financial Group shares in Q3 2026, an estimated $215K.
  • Citizens Financial Group made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #634 holding.
  • Vontobel Holding first reported a position in Citizens Financial Group in Q4 2020 and has held it in 22 quarters since.
  • 517 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.