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James T. Borello RIA’s Citizens Financial Group CFG Stock Holding History

James T. Borello RIA’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 		$23.6K Sell
370
-2
-0.5% -$141 ﹤0.01% 381
2026
Q2 		$26.1K Buy
372
+11
+3% +$709 0.01% 347
2026
Q1 		$21.6K Buy
361
+235
+187% +$14.4K 0.01% 356
2025
Q4 		$7.36K Buy
126
+32
+34% +$1.72K ﹤0.01% 493
2025
Q3 		$5K Buy
+94
New +$4.68K ﹤0.01% 462

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
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Sound Income Strategies
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
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

James T. Borello RIA's CFG Position: Q3 2026 in Review

James T. Borello RIA reduced its Citizens Financial Group (CFG) stake by 0.54% in Q3 2026, selling an estimated $141 and leaving 370 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

James T. Borello RIA first reported a position in CFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $26.1K in Q2 2026. 151 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • James T. Borello RIA held 370 shares of Citizens Financial Group worth $23.6K as of Q3 2026.
  • James T. Borello RIA sold 2 Citizens Financial Group shares in Q3 2026, an estimated $141.
  • Citizens Financial Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #381 holding.
  • James T. Borello RIA first reported a position in Citizens Financial Group in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Citizens Financial Group position peaked at $26.1K in Q2 2026.
  • 151 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.