AGWCA
CFG icon

Annis Gardner Whiting Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026
Q1 		$21.6K Buy
360
+246
+216% +$15.1K ﹤0.01% 711
2025
Q4 		$6.66K Buy
114
+62
+119% +$3.33K ﹤0.01% 834
2025
Q3 		$2.77K Buy
52
+35
+206% +$1.74K ﹤0.01% 848
2025
Q2 		$761 Hold
17
– – ﹤0.01% 1127
2025
Q1 		$697 Sell
17
-41
-71% -$1.83K ﹤0.01% 722
2024
Q4 		$2.54K Buy
+58
New +$2.56K ﹤0.01% 672
2024
Q3 		– Sell
-34
Closed -$1.23K – 778
2024
Q2 		$1.23K Sell
34
-81
-70% -$2.83K ﹤0.01% 879
2024
Q1 		$4.17K Buy
115
+17
+17% +$558 ﹤0.01% 778
2023
Q4 		$3.25K Buy
98
+27
+38% +$743 ﹤0.01% 587
2023
Q3 		$1.9K Buy
+71
New +$2.03K ﹤0.01% 619

Other funds holding CFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return