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Wedmont Private Capital’s Citizens Financial Group CFG Stock Holding History

Wedmont Private Capital’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 		$1.11M Buy
17,326
+942
+6% +$66.3K 0.03% 361
2026
Q2 		$1.15M Buy
16,384
+1,199
+8% +$77.3K 0.03% 315
2026
Q1 		$968K Buy
15,185
+1,722
+13% +$106K 0.03% 329
2025
Q4 		$821K Buy
13,463
+728
+6% +$39.1K 0.03% 338
2025
Q3 		$677K Buy
12,735
+568
+5% +$28.3K 0.03% 366
2025
Q2 		$576K Buy
12,167
+1,661
+16% +$65.4K 0.02% 391
2025
Q1 		$366K Sell
10,506
-1,931
-16% -$86.2K 0.02% 462
2024
Q4 		$539K Buy
12,437
+1,829
+17% +$80.9K 0.03% 356
2024
Q3 		$437K Buy
10,608
+1,125
+12% +$45.5K 0.02% 402
2024
Q2 		$362K Buy
9,483
+2,536
+37% +$88.4K 0.02% 434
2024
Q1 		$243K Buy
6,947
+823
+13% +$27K 0.02% 506
2023
Q4 		$206K Buy
+6,124
New +$169K 0.02% 528
2023
Q1 		– Sell
-4,976
Closed -$207K – 471
2022
Q4 		$207K Buy
+4,976
New +$194K 0.03% 423

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
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 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

Wedmont Private Capital's CFG Position: Q3 2026 in Review

Wedmont Private Capital increased its Citizens Financial Group (CFG) stake by 5.7% in Q3 2026, buying an estimated $66.3K and bringing the position to 17,326 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #361.

Wedmont Private Capital first reported a position in CFG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2026. 41 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Wedmont Private Capital held 17,326 shares of Citizens Financial Group worth $1.11M as of Q3 2026.
  • Wedmont Private Capital bought 942 Citizens Financial Group shares in Q3 2026, an estimated $66.3K.
  • Citizens Financial Group made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #361 holding.
  • Wedmont Private Capital first reported a position in Citizens Financial Group in Q4 2022 and has held it in 13 quarters since.
  • Wedmont Private Capital's Citizens Financial Group position peaked at $1.15M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.