Wedbush Securities
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Wedbush Securities’s Citizens Financial Group CFG Stock Holding History

Wedbush Securities’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 		$225K Buy
3,531
+598
+20% +$42.1K 0.01% 1129
2026
Q2 		$206K Buy
+2,933
New +$189K 0.01% 1203
2023
Q1 		– Sell
-8,845
Closed -$348K – 1084
2022
Q4 		$348K Buy
8,845
+90
+1% +$3.51K 0.02% 668
2022
Q3 		$301K Buy
8,755
+940
+12% +$34.8K 0.02% 724
2022
Q2 		$279K Buy
7,815
+190
+2% +$7.5K 0.02% 774
2022
Q1 		$346K Buy
+7,625
New +$392K 0.02% 738
2018
Q3 		– Sell
-38,264
Closed -$1.49M – 907
2018
Q2 		$1.49M Buy
38,264
+7,176
+23% +$299K 0.18% 126
2018
Q1 		$1.3M Sell
31,088
-6,402
-17% -$287K 0.17% 135
2017
Q4 		$1.57M Sell
37,490
-1,019
-3% -$39.8K 0.19% 113
2017
Q3 		$1.46M Sell
38,509
-364
-0.9% -$12.7K 0.19% 112
2017
Q2 		$1.39M Buy
38,873
+306
+0.8% +$10.8K 0.18% 122
2017
Q1 		$1.33M Buy
+38,567
New +$1.41M 0.18% 119

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedbush Securities's CFG Position: Q3 2026 in Review

Wedbush Securities increased its Citizens Financial Group (CFG) stake by 20% in Q3 2026, buying an estimated $42.1K and bringing the position to 3,531 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #1129.

Wedbush Securities first reported a position in CFG in Q1 2017 and has held it in 12 quarters since. The position peaked at $1.57M in Q4 2017. 368 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Wedbush Securities held 3,531 shares of Citizens Financial Group worth $225K as of Q3 2026.
  • Wedbush Securities bought 598 Citizens Financial Group shares in Q3 2026, an estimated $42.1K.
  • Citizens Financial Group made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #1129 holding.
  • Wedbush Securities first reported a position in Citizens Financial Group in Q1 2017 and has held it in 12 quarters since.
  • Wedbush Securities's Citizens Financial Group position peaked at $1.57M in Q4 2017.
  • 368 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.