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Carolinas Wealth Consulting’s Citizens Financial Group CFG Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-598
Closed -$24.5K – 145
2025
Q1 		$24.5K Sell
598
-9
-1% -$402 0.01% 436
2024
Q4 		$26.6K Sell
607
-91
-13% -$4.02K 0.01% 439
2024
Q3 		$28.7K Buy
698
+11
+2% +$445 0.01% 434
2024
Q2 		$24.8K Sell
687
-30
-4% -$1.05K ﹤0.01% 453
2024
Q1 		$26K Sell
717
-6
-0.8% -$197 0.01% 455
2023
Q4 		$24K Sell
723
-80
-10% -$2.2K 0.01% 424
2023
Q3 		$18.8K Sell
803
-42
-5% -$1.2K ﹤0.01% 442
2023
Q2 		$22K Buy
845
+14
+2% +$386 ﹤0.01% 466
2023
Q1 		$25.2K Hold
831
– – 0.01% 453
2022
Q4 		$32.7K Hold
831
– – 0.01% 412
2022
Q3 		$29K Buy
831
+77
+10% +$2.85K 0.01% 393
2022
Q2 		$27K Sell
754
-18
-2% -$711 0.01% 412
2022
Q1 		$35K Hold
772
– – 0.01% 403
2021
Q4 		$36K Buy
772
+210
+37% +$10.1K 0.01% 409
2021
Q3 		$27K Hold
562
– – 0.01% 422
2021
Q2 		$26K Hold
562
– – 0.01% 456
2021
Q1 		$25K Sell
562
-101
-15% -$4.2K 0.01% 473
2020
Q4 		$24K Buy
663
+149
+29% +$4.67K 0.01% 448
2020
Q3 		$13K Buy
514
+413
+409% +$10.5K ﹤0.01% 435
2020
Q2 		$3K Buy
+101
New +$2.29K ﹤0.01% 442

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

Carolinas Wealth Consulting's CFG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 598 shares — an estimated $24.5K sold.

Carolinas Wealth Consulting first reported a position in CFG in Q2 2020 and held it in 20 quarters. The position peaked at $36K in Q4 2021. 805 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 598 Citizens Financial Group shares in Q2 2025, an estimated $24.5K.
  • Carolinas Wealth Consulting first reported a position in Citizens Financial Group in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Citizens Financial Group position peaked at $36K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.