Atom Investors’s Citizens Financial Group CFG Stock Holding History

Atom Investors’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 Q3	–	Sell	-21,266	Closed	-$952K	–	626
2025 Q2	$952K	Sell	21,266 -52,256	-71%	-$2.06M	0.08%	255
2025 Q1	$3.01M	Buy	73,522 +23,433	+47%	+$1.05M	0.37%	79
2024 Q4	$2.19M	Sell	50,089 -87,882	-64%	-$3.89M	0.27%	116
2024 Q3	$5.67M	Sell	137,971 -131,131	-49%	-$5.3M	0.59%	39
2024 Q2	$9.7M	Buy	+269,102	New	+$9.38M	0.97%	13
2024 Q1	–	Sell	-6,369	Closed	-$211K	–	586
2023 Q4	$211K	Buy	+6,369	New	+$175K	0.04%	402
2020 Q3	–	Sell	-9,069	Closed	-$229K	–	521
2020 Q2	$229K	Buy	+9,069	New	+$206K	0.01%	344
2019 Q2	–	Sell	-9,127	Closed	-$297K	–	434
2019 Q1	$297K	Buy	+9,127	New	+$316K	0.03%	428

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

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

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

Atom Investors's CFG Position: Q3 2025 in Review

Atom Investors sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 21,266 shares — an estimated $952K sold.

Atom Investors first reported a position in CFG in Q1 2019 and held it in 8 quarters. The position peaked at $9.7M in Q2 2024. 859 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

Atom Investors reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
Atom Investors sold 21,266 Citizens Financial Group shares in Q3 2025, an estimated $952K.
Atom Investors first reported a position in Citizens Financial Group in Q1 2019 and held it in 8 quarters.
Atom Investors's Citizens Financial Group position peaked at $9.7M in Q2 2024.
859 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Atom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.