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West Paces Advisors Inc.

SEC CIK
0002004720
Latest filing
Jul 17, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by West Paces Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
328
Value
$23.0K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2021
Holdings of CFG by West Paces Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026328$23.0K<0.1%+328NewHolders
Q2 20250$00.0%−238−100.0%Sold outHolders
Q1 2025238$9.75K<0.1%00.0%UnchangedHolders
Q4 2024238$10.4K<0.1%00.0%UnchangedHolders
Q3 2024238$9.78K<0.1%00.0%UnchangedHolders
Q2 2024238$8.57K<0.1%00.0%UnchangedHolders
Q1 2024238$8.64K<0.1%00.0%UnchangedHolders
Q4 2023238$7.89K<0.1%−228−48.9%ReducedHolders
Q3 2023466$12.5K<0.1%−500−51.8%ReducedHolders
Q2 2023966$25.2K<0.1%−1,973−67.1%ReducedHolders
Q1 20232,939$89.3K<0.1%+625+27.0%AddedHolders
Q4 20222,314$91.1K<0.1%00.0%UnchangedHolders
Q3 20222,314$79.5K<0.1%00.0%UnchangedHolders
Q2 20222,314$82.6K<0.1%+492+27.0%AddedHolders
Q1 20221,822$82.6K<0.1%+1,584+665.5%AddedHolders
Q4 2021238$11.2K<0.1%00.0%UnchangedHolders
Q3 2021238$11.2K<0.1%+238NewHolders