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Capital A Wealth Management’s Citizens Financial Group CFG Stock Holding History

Capital A 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
2025
Q2 		$27K Buy
814
+794
+3,970% +$31.3K 0.3% 111
2025
Q1 		$819 Buy
20
+8
+67% +$357 ﹤0.01% 558
2024
Q4 		$525 Buy
+12
New +$531 ﹤0.01% 653

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital A Wealth Management's CFG Position: Q2 2025 in Review

Capital A Wealth Management increased its Citizens Financial Group (CFG) stake by 3,970% in Q2 2025, buying an estimated $31.3K and bringing the position to 814 shares worth $27K. The position accounts for 0.3% of the portfolio, ranked #111.

Capital A Wealth Management first reported a position in CFG in Q4 2024 and has held it in 3 quarters since. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Capital A Wealth Management held 814 shares of Citizens Financial Group worth $27K as of Q2 2025.
  • Capital A Wealth Management bought 794 Citizens Financial Group shares in Q2 2025, an estimated $31.3K.
  • Citizens Financial Group made up 0.3% of Capital A Wealth Management's portfolio in Q2 2025, its #111 holding.
  • Capital A Wealth Management first reported a position in Citizens Financial Group in Q4 2024 and has held it in 3 quarters since.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.