Back to CFG-PI
VALLEY WEALTH MANAGERS, INC. → CFG-PI
VALLEY WEALTH MANAGERS, INC. CFG-PI Position History
Citizens Financial Group, Inc. • Banking
Quarters held
16
Latest value
$12K
Q3 2026
Peak value
$28.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22K |
| Q3 2025 | $2.3M |
| Q3 2025 | $24.1M |
| Q4 2025 | $11K |
| Q4 2025 | $24K |
| Q4 2025 | $2.6M |
| Q4 2025 | $26.1M |
| Q1 2026 | $11K |
| Q1 2026 | $2.7M |
| Q1 2026 | $25.7M |
| Q2 2026 | $13K |
| Q2 2026 | $2.6M |
| Q2 2026 | $28.9M |
| Q3 2026 | $2.3M |
| Q3 2026 | $26.1M |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 188 | — | — |
| Q3 2026 | $26.1M | 408.7K | — | — |
| Q3 2026 | $2.3M | 36.4K | — | — |
| Q2 2026 | $28.9M | 412.4K | — | — |
| Q2 2026 | $2.6M | 36.5K | — | — |
| Q2 2026 | $13K | 188 | — | — |
| Q1 2026 | $25.7M | 427.7K | — | — |
| Q1 2026 | $2.7M | 44.7K | — | — |
| Q1 2026 | $11K | 188 | — | — |
| Q4 2025 | $26.1M | 446.9K | — | — |
| Q4 2025 | $2.6M | 44.1K | — | — |
| Q4 2025 | $24K | 408 | — | — |
| Q4 2025 | $11K | 188 | — | — |
| Q3 2025 | $24.1M | 453.0K | — | — |
| Q3 2025 | $2.3M | 44.1K | — | — |
| Q3 2025 | $22K | 408 | — | — |
Other funds holding CFG-PI
Other VALLEY WEALTH MANAGERS, INC. positions
VGES
$63.7MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.3MVANGUARD RUSSELL 1000 GROWTH ETF
AAPL
$56.7MAPPLE INC COM
VGES
$53.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$51.8MVANGUARD RUSSELL 1000 GROWTH ETF
STX
$50MSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
AAPL
$49.8MAPPLE INC COM