Beaird Harris Wealth Management’s Citizens Financial Group CFG Stock Holding History

Beaird Harris Wealth Management’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 Q2	$3.64K	Hold	52	–	–	﹤0.01%	474
2026 Q1	$3.12K	Hold	52	–	–	﹤0.01%	456
2025 Q4	$3.04K	Hold	52	–	–	﹤0.01%	492
2025 Q3	$2.77K	Hold	52	–	–	﹤0.01%	485
2025 Q2	$2.33K	Buy	+52	New	+$2.05K	﹤0.01%	484
2025 Q1	–	Sell	-54	Closed	-$2.36K	–	512
2024 Q4	$2.36K	Hold	54	–	–	﹤0.01%	420
2024 Q3	$2.22K	Hold	54	–	–	﹤0.01%	428
2024 Q2	$1.95K	Hold	54	–	–	﹤0.01%	536
2024 Q1	$1.96K	Sell	54 -86	-61%	-$2.82K	﹤0.01%	473
2023 Q4	$4.64K	Buy	+140	New	+$3.85K	﹤0.01%	391
2023 Q1	–	Sell	-73	Closed	-$2.87K	–	528
2022 Q4	$2.87K	Buy	+73	New	+$2.85K	﹤0.01%	518

Other funds holding CFG

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return