TOTH FINANCIAL ADVISORY CORP CFG — CITIZENS FINL GROUP INC

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  4 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported CITIZENS FINL GROUP INC (CFG) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.19% in 2026 Q3. The latest visible filing shows CFG at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP's position in CITIZENS FINL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CFG was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CFG stock page TOTH FINANCIAL ADVISORY CORP fund profile TOTH FINANCIAL ADVISORY CORP full holdings
How TOTH FINANCIAL ADVISORY CORP held CFG — position size vs. price
% of Fund (quarterly)    CFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 29,215 +2,135 +7.9% 0.19% $1.9M 2026-10-08 $64.09
2026 Q2 ADDED — — — 27,080 +18,800 +227.1% 0.19% $1.9M 2026-07-14 $69.87
2026 Q1 ADDED — — — 8,280 +8,015 +3024.5% 0.05% $497K 2026-04-16 $63.54
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CFG

As of 2026 Q3 — sorted by position size

Artemis Investment Management LLP 3Y 7Y 1.24% VISTA INVESTMENT PARTNERS LLC 1.13% FIG FINANCIAL ADVISORY SERVICES INC /ADV 1.13% Cox Capital Mgt LLC 3Y 7Y 0.69% DECISION INVESTMENTS, INC 0.25% Everhart Financial Group, Inc. 3Y 0.1% Venture Visionary Partners LLC 3Y 0.08% Crumly & Associates Inc. 3Y 0.07% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.06% Versant Capital Management, Inc 3Y 7Y 0.05%

FAQ About TOTH FINANCIAL ADVISORY CORP and CFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOTH FINANCIAL ADVISORY CORP reported owning CFG?

TOTH FINANCIAL ADVISORY CORP reported CFG across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported CFG position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for CFG was 0.19% in 2026 Q3.

What is the latest reported CFG position on this page?

The most recent filing on this page is 2026 Q3, when TOTH FINANCIAL ADVISORY CORP reported 29,215 shares, equal to 0.19% of portfolio, with an estimated market value of $1.9M.

What does the chart on this CFG ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP's quarterly CFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TOTH FINANCIAL ADVISORY CORP time their CFG position?

Based on 13F filing dates vs. subsequent CFG price moves, TOTH FINANCIAL ADVISORY CORP correctly timed 2 out of 3 reported position changes (67%).

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