CPL
CFG icon

Capital & Planning LLC’s Citizens Financial Group CFG Stock Holding History

Capital & Planning LLC’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
Q1 		– Sell
-80
Closed -$3.5K – 58
2024
Q4 		$3.5K Buy
+80
New +$3.54K ﹤0.01% 137

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Capital & Planning LLC's CFG Position: Q1 2025 in Review

Capital & Planning LLC sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 80 shares — an estimated $3.5K sold.

Capital & Planning LLC first reported a position in CFG in Q4 2024 and held it in 1 quarter. The position peaked at $3.5K in Q4 2024. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Capital & Planning LLC reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 80 Citizens Financial Group shares in Q1 2025, an estimated $3.5K.
  • Capital & Planning LLC first reported a position in Citizens Financial Group in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Citizens Financial Group position peaked at $3.5K in Q4 2024.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.