Brookstone Capital Management’s Citizens Financial Group CFG Stock Holding History

Brookstone Capital 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 Q1	$403K	Sell	6,716 -105	-2%	-$6.45K	﹤0.01%	943
2025 Q4	$398K	Sell	6,821 -617	-8%	-$33.1K	﹤0.01%	906
2025 Q3	$395K	Sell	7,438 -59	-0.8%	-$2.94K	﹤0.01%	884
2025 Q2	$336K	Buy	7,497 +214	+3%	+$8.42K	﹤0.01%	855
2025 Q1	$298K	Sell	7,283 -67	-0.9%	-$2.99K	﹤0.01%	854
2024 Q4	$322K	Buy	7,350 +1,619	+28%	+$71.6K	﹤0.01%	808
2024 Q3	$235K	Sell	5,731 -1,739	-23%	-$70.3K	﹤0.01%	913
2024 Q2	$306K	Buy	7,470 +95	+1%	+$3.31K	0.01%	784
2024 Q1	$268K	Buy	7,375 +96	+1%	+$3.15K	﹤0.01%	797
2023 Q4	$241K	Buy	+7,279	New	+$200K	﹤0.01%	774

Other funds holding CFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return