Abound Wealth Management’s Citizens Financial Group CFG Stock Holding History

Abound Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-67	Closed	-$2.75K	–	1307
2025 Q1	$2.75K	Sell	67 -4	-6%	-$178	﹤0.01%	650
2024 Q4	$3.11K	Sell	71 -27	-28%	-$1.19K	﹤0.01%	617
2024 Q3	$4.04K	Buy	98 +67	+216%	+$2.71K	﹤0.01%	587
2024 Q2	$1.13K	Hold	31	–	–	﹤0.01%	709
2024 Q1	$1.14K	Hold	31	–	–	﹤0.01%	761
2023 Q4	$1.04K	Sell	31 -15	-33%	-$413	﹤0.01%	769
2023 Q3	$1.24K	Sell	46 -7	-13%	-$200	﹤0.01%	687
2023 Q2	$1.37K	Buy	53 +22	+71%	+$606	﹤0.01%	691
2023 Q1	$952	Hold	31	–	–	﹤0.01%	642
2022 Q4	$1.23K	Hold	31	–	–	﹤0.01%	596
2022 Q3	$1.08K	Buy	+31	New	+$1.15K	﹤0.01%	594

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Abound Wealth Management's CFG Position: Q2 2025 in Review

Abound Wealth Management sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 67 shares — an estimated $2.75K sold.

Abound Wealth Management first reported a position in CFG in Q3 2022 and held it in 11 quarters. The position peaked at $4.04K in Q3 2024. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

Abound Wealth Management reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
Abound Wealth Management sold 67 Citizens Financial Group shares in Q2 2025, an estimated $2.75K.
Abound Wealth Management first reported a position in Citizens Financial Group in Q3 2022 and held it in 11 quarters.
Abound Wealth Management's Citizens Financial Group position peaked at $4.04K in Q3 2024.
804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.