CFG — Citizens Finl Group Inc Institutional Holders · Q3 2026

Name: Who Owns CFG? 41 Institutions Hold $220M (Q3 2026)
Creator: ko.io

Who owns Citizens Finl Group Inc (CFG)? 41 institutions reported holding $219.89M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Artemis Investment Management LLP ($142.6M), Valley Wealth Managers, Inc. ($28.4M), Sound Income Strategies, LLC ($19.3M).

Rank	Institution	Value	Shares	Change
1	Artemis Investment Management LLP	$142.6M	2.2M	Added
2	VALLEY WEALTH MANAGERS, INC.	$28.4M	445,328	Trimmed
3	Sound Income Strategies, LLC	$19.3M	301,284	Added
4	Mn Services Vermogensbeheer B.V.	$7.9M	124,477	Hold
5	VISTA INVESTMENT PARTNERS LLC	$4.3M	68,206	Trimmed
6	Venture Visionary Partners LLC	$2.9M	46,076	Added
7	FIG FINANCIAL ADVISORY SERVICES INC /ADV	$1.9M	29,348	Added
8	TOTH FINANCIAL ADVISORY CORP	$1.9M	29,215	Added
9	Farther Finance Advisors, LLC	$1.6M	25,548	Trimmed
10	Everhart Financial Group, Inc.	$1.6M	24,316	Added
11	GAMMA Investing LLC	$1.4M	22,122	Added
12	Cox Capital Mgt LLC	$1.2M	19,458	Trimmed
13	Wedmont Private Capital	$1.1M	17,326	Added
14	Versant Capital Management, Inc	$589,461	9,245	Added
15	CX Institutional	$445,000	6,983	Added
16	Crumly & Associates Inc.	$385,812	6,051	Trimmed
17	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$338,502	5,309	Trimmed
18	Balefire, LLC	$318,828	5,000	Added
19	Valeo Financial Advisors, LLC	$279,350	4,381	Added
20	DECISION INVESTMENTS, INC	$275,443	4,320	Hold
21	Avidian Wealth Enterprises, LLC	$212,629	3,335	New
22	RIVERSEDGE ADVISORS, LLC	$204,542	3,208	Trimmed
23	ARMSTRONG ADVISORY GROUP, INC	$136,319	2,138	Hold
24	MassMutual Private Wealth & Trust, FSB	$121,973	1,913	Trimmed
25	ELEVATION WEALTH PARTNERS, LLC	$60,700	952	Added

Source: SEC Form 13F filings · as of 2026-09-30