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Allegiance Financial Group Advisory Services’s Citizens Financial Group CFG Stock Holding History

Allegiance Financial Group Advisory Services’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
-6,898
Closed -$283K – 161
2025
Q1 		$283K Buy
6,898
+109
+2% +$4.86K 0.09% 97
2024
Q4 		$297K Buy
+6,789
New +$300K 0.1% 67

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allegiance Financial Group Advisory Services's CFG Position: Q2 2025 in Review

Allegiance Financial Group Advisory Services sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 6,898 shares — an estimated $283K sold.

Allegiance Financial Group Advisory Services first reported a position in CFG in Q4 2024 and held it in 2 quarters. The position peaked at $297K in Q4 2024. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Allegiance Financial Group Advisory Services reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 6,898 Citizens Financial Group shares in Q2 2025, an estimated $283K.
  • Allegiance Financial Group Advisory Services first reported a position in Citizens Financial Group in Q4 2024 and held it in 2 quarters.
  • Allegiance Financial Group Advisory Services's Citizens Financial Group position peaked at $297K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.