Ownership history in VALLEY WEALTH MANAGERS, INC. · 7 quarters on record
This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. reported a position in CITIZENS FINL GROUP INC COM (CFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 491,583 | -5,940 | -1.2% | 1.84% | $28.7M | $58.00 |
| 2025 Q3 | REDUCED | 497,523 | -10,848 | -2.1% | 1.75% | $26.4M | $52.32 |
| 2025 Q2 | ADDED | 508,371 | +508,251 | +423542.5% | 1.64% | $22.7M | $43.66 |
| 2024 Q4 | UNCHANGED | 120 | — | 0% | 0.00% | $5K | $41.85 |
| 2024 Q3 | UNCHANGED | 120 | — | 0% | 0.00% | $5K | $38.89 |
| 2024 Q2 | REDUCED | 120 | -212 | -63.9% | 0.00% | $4K | $33.78 |
| 2023 Q1 | INITIATED | 332 | — | — | 0.00% | $10K | $26.54 |
As of 2025 Q4 — sorted by position size