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Atria Wealth Solutions’s Citizens Financial Group CFG Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-11,052
Closed -$484K – 1898
2024
Q4 		$484K Buy
11,052
+5,779
+110% +$256K 0.01% 1297
2024
Q3 		$217K Sell
5,273
-2,077
-28% -$83.9K ﹤0.01% 1737
2024
Q2 		$265K Buy
7,350
+533
+8% +$18.6K ﹤0.01% 1589
2024
Q1 		$247K Buy
6,817
+648
+11% +$21.3K ﹤0.01% 1687
2023
Q4 		$204K Buy
+6,169
New +$170K ﹤0.01% 1765
2023
Q3 		– Sell
-9,398
Closed -$245K – 1883
2023
Q2 		$245K Buy
9,398
+796
+9% +$21.9K ﹤0.01% 1564
2023
Q1 		$261K Buy
8,602
+3,365
+64% +$132K ﹤0.01% 1503
2022
Q4 		$206K Buy
+5,237
New +$204K ﹤0.01% 1596
2022
Q3 		– Sell
-7,946
Closed -$284K – 1768
2022
Q2 		$284K Buy
7,946
+2,234
+39% +$88.2K 0.01% 1237
2022
Q1 		$259K Buy
+5,712
New +$294K ﹤0.01% 1401

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Atria Wealth Solutions's CFG Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 11,052 shares — an estimated $484K sold.

Atria Wealth Solutions first reported a position in CFG in Q1 2022 and held it in 10 quarters. The position peaked at $484K in Q4 2024. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,052 Citizens Financial Group shares in Q1 2025, an estimated $484K.
  • Atria Wealth Solutions first reported a position in Citizens Financial Group in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Citizens Financial Group position peaked at $484K in Q4 2024.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.