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West Paces Advisors’s Citizens Financial Group CFG Stock Holding History

West Paces Advisors’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 		$20.9K Hold
328
– – ﹤0.01% 355
2026
Q2 		$23K Buy
+328
New +$21.1K ﹤0.01% 333
2025
Q2 		– Sell
-238
Closed -$9.75K – 272
2025
Q1 		$9.75K Hold
238
– – ﹤0.01% 350
2024
Q4 		$10.4K Hold
238
– – ﹤0.01% 347
2024
Q3 		$9.78K Hold
238
– – ﹤0.01% 358
2024
Q2 		$8.57K Hold
238
– – ﹤0.01% 366
2024
Q1 		$8.64K Hold
238
– – ﹤0.01% 373
2023
Q4 		$7.89K Sell
238
-228
-49% -$6.28K ﹤0.01% 381
2023
Q3 		$12.5K Sell
466
-500
-52% -$14.3K ﹤0.01% 337
2023
Q2 		$25.2K Sell
966
-1,973
-67% -$54.4K 0.01% 286
2023
Q1 		$89.3K Buy
2,939
+625
+27% +$24.5K 0.03% 182
2022
Q4 		$91.1K Hold
2,314
– – 0.03% 177
2022
Q3 		$79.5K Hold
2,314
– – 0.03% 180
2022
Q2 		$82.6K Buy
2,314
+492
+27% +$19.4K 0.03% 178
2022
Q1 		$82.6K Buy
1,822
+1,584
+666% +$81.4K 0.03% 190
2021
Q4 		$11.2K Hold
238
– – ﹤0.01% 367
2021
Q3 		$11.2K Buy
+238
New +$10.4K ﹤0.01% 350
2020
Q2 		– Sell
-340
Closed -$6.39K – 439
2020
Q1 		$6.39K Buy
340
+267
+366% +$8.71K ﹤0.01% 341
2019
Q4 		$2.96K Hold
73
– – ﹤0.01% 437
2019
Q3 		$2.58K Hold
73
– – ﹤0.01% 428
2019
Q2 		$2.58K Sell
73
-141
-66% -$4.92K ﹤0.01% 425
2019
Q1 		$6.96K Hold
214
– – ﹤0.01% 350
2018
Q4 		$6.36K Hold
214
– – ﹤0.01% 358
2018
Q3 		$8.25K Hold
214
– – 0.01% 340
2018
Q2 		$8.32K Buy
214
+141
+193% +$5.87K 0.01% 344
2018
Q1 		$3.06K Hold
73
– – ﹤0.01% 401
2017
Q4 		$3.06K Hold
73
– – ﹤0.01% 412
2017
Q3 		$2.77K Sell
73
-84
-54% -$2.94K ﹤0.01% 425
2017
Q2 		$5.6K Hold
157
– – ﹤0.01% 377
2017
Q1 		$5.42K Hold
157
– – ﹤0.01% 380
2016
Q4 		$5.59K Buy
+157
New +$4.76K 0.01% 399

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

West Paces Advisors's CFG Position: Q3 2026 in Review

West Paces Advisors held its Citizens Financial Group (CFG) position steady in Q3 2026 at 328 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

West Paces Advisors first reported a position in CFG in Q4 2016 and has held it in 31 quarters since. The position peaked at $91.1K in Q4 2022. 117 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • West Paces Advisors held 328 shares of Citizens Financial Group worth $20.9K as of Q3 2026.
  • West Paces Advisors left its Citizens Financial Group share count unchanged in Q3 2026.
  • Citizens Financial Group made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #355 holding.
  • West Paces Advisors first reported a position in Citizens Financial Group in Q4 2016 and has held it in 31 quarters since.
  • West Paces Advisors's Citizens Financial Group position peaked at $91.1K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.