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Bruce G. Allen Investments’s Citizens Financial Group CFG Stock Holding History

Bruce G. Allen Investments’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 		$47.9K Sell
798
-115
-13% -$7.07K 0.03% 263
2025
Q4 		$53.3K Sell
913
-305
-25% -$16.4K 0.04% 243
2025
Q3 		$64.7K Buy
1,218
+742
+156% +$36.9K 0.05% 229
2025
Q2 		$21.3K Buy
476
+246
+107% +$9.68K 0.02% 385
2025
Q1 		$9.42K Sell
230
-12
-5% -$535 0.01% 469
2024
Q4 		$10.6K Hold
242
– – 0.01% 463
2024
Q3 		$9.94K Hold
242
– – 0.01% 479
2024
Q2 		$8.72K Buy
242
+25
+12% +$872 0.01% 484
2024
Q1 		$7.88K Sell
217
-66
-23% -$2.17K 0.01% 512
2023
Q4 		$9.38K Buy
+283
New +$7.79K 0.01% 485

Other funds holding CFG

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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