Avalon Trust’s Citizens Financial Group CFG Stock Holding History

Avalon Trust’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 Q4	–	Sell	-34	Closed	-$1.81K	–	466
2025 Q3	$1.81K	Buy	+34	New	+$1.69K	﹤0.01%	468

Other funds holding CFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Avalon Trust's CFG Position: Q4 2025 in Review

Avalon Trust sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 34 shares — an estimated $1.81K sold.

Avalon Trust first reported a position in CFG in Q3 2025 and held it in 1 quarter. The position peaked at $1.81K in Q3 2025. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

Avalon Trust reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 34 Citizens Financial Group shares in Q4 2025, an estimated $1.81K.
Avalon Trust first reported a position in Citizens Financial Group in Q3 2025 and held it in 1 quarter.
Avalon Trust's Citizens Financial Group position peaked at $1.81K in Q3 2025.
967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.