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BOLTON SECURITIES CORPORATION’s Citizens Financial Group CFG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$236K Buy
3,697
+3,300
+831% +$232K 0.01% 838
2026
Q2 		$27.8K Sell
397
-1,103
-74% -$71.1K ﹤0.01% 1518
2026
Q1 		$90K Buy
+1,500
New +$92.2K ﹤0.01% 1060

Other funds holding CFG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CFG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Citizens Financial Group (CFG) stake by 831% in Q3 2026, buying an estimated $232K and bringing the position to 3,697 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #838.

BOLTON SECURITIES CORPORATION first reported a position in CFG in Q1 2026 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,697 shares of Citizens Financial Group worth $236K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 3,300 Citizens Financial Group shares in Q3 2026, an estimated $232K.
  • Citizens Financial Group made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #838 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Citizens Financial Group in Q1 2026 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.