CFG
XYZ

Citizens Financial Group’s Block Inc XYZ Stock Holding History

Citizens Financial Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,777
Closed -$205K – 718
2025
Q1 		$205K Buy
3,777
+6
+0.2% +$448 ﹤0.01% 586
2024
Q4 		$320K Buy
3,771
+474
+14% +$38.9K 0.01% 472
2024
Q3 		$221K Buy
3,297
+20
+0.6% +$1.29K ﹤0.01% 521
2024
Q2 		$211K Buy
+3,277
New +$229K ﹤0.01% 506
2023
Q3 		– Sell
-4,116
Closed -$274K – 411
2023
Q2 		$274K Sell
4,116
-6,069
-60% -$379K 0.01% 333
2023
Q1 		$699K Sell
10,185
-2,185
-18% -$164K 0.03% 251
2022
Q4 		$777K Sell
12,370
-2,142
-15% -$132K 0.03% 217
2022
Q3 		$798K Sell
14,512
-3,181
-18% -$225K 0.04% 211
2022
Q2 		$1.09M Sell
17,693
-160
-0.9% -$14.6K 0.05% 187
2022
Q1 		$2.42M Buy
17,853
+3,346
+23% +$405K 0.08% 139
2021
Q4 		$2.34M Buy
14,507
+3,639
+33% +$789K 0.08% 147
2021
Q3 		$2.61M Buy
+10,868
New +$2.79M 0.1% 140
2020
Q3 		– Sell
-107
Closed -$11K – 980
2020
Q2 		$11K Sell
107
-246
-70% -$18.8K ﹤0.01% 758
2020
Q1 		$18K Buy
353
+155
+78% +$10.6K ﹤0.01% 625
2019
Q4 		$12K Buy
198
+109
+122% +$6.96K ﹤0.01% 723
2019
Q3 		$6K Hold
89
– – ﹤0.01% 660
2019
Q2 		$6K Buy
+89
New +$6.22K ﹤0.01% 647

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return