Beacon Capital Management LLC (Tennessee)’s Citizens Financial Group CFG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-354	Closed	-$15.8K	–	276
2025 Q2	$15.8K	Buy	354 +2	+0.6%	+$79	﹤0.01%	541
2025 Q1	$14.4K	Buy	352 +158	+81%	+$7.05K	﹤0.01%	548
2024 Q4	$8.49K	Hold	194	–	–	﹤0.01%	625
2024 Q3	$7.97K	Buy	194 +59	+44%	+$2.38K	﹤0.01%	702
2024 Q2	$4.86K	Hold	135	–	–	﹤0.01%	715
2024 Q1	$4.9K	Hold	135	–	–	﹤0.01%	709
2023 Q4	$3.62K	Hold	135	–	–	﹤0.01%	699
2023 Q3	$3.52K	Hold	135	–	–	﹤0.01%	756
2023 Q2	$3.52K	Hold	135	–	–	﹤0.01%	756
2023 Q1	$4.1K	Hold	135	–	–	﹤0.01%	670
2022 Q4	$5.32K	Hold	135	–	–	﹤0.01%	631
2022 Q3	$5K	Hold	135	–	–	﹤0.01%	576
2022 Q2	$6K	Hold	135	–	–	﹤0.01%	599
2022 Q1	$6K	Buy	+135	New	+$6.94K	﹤0.01%	599

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

Beacon Capital Management LLC (Tennessee)'s CFG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 354 shares — an estimated $15.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CFG in Q1 2022 and held it in 14 quarters. The position peaked at $15.8K in Q2 2025. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 354 Citizens Financial Group shares in Q3 2025, an estimated $15.8K.
Beacon Capital Management LLC (Tennessee) first reported a position in Citizens Financial Group in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Citizens Financial Group position peaked at $15.8K in Q2 2025.
858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.