CCA
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Cobblestone Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Cobblestone Capital Advisors’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
Q3 		$549K Sell
10,330
-57
-0.5% -$2.84K 0.03% 193
2025
Q2 		$465K Buy
10,387
+371
+4% +$14.6K 0.02% 205
2025
Q1 		$410K Sell
10,016
-1,328
-12% -$59.2K 0.02% 206
2024
Q4 		$496K Sell
11,344
-51
-0.4% -$2.25K 0.03% 187
2024
Q3 		$468K Buy
11,395
+280
+3% +$11.3K 0.03% 197
2024
Q2 		$400K Buy
11,115
+196
+2% +$6.83K 0.02% 198
2024
Q1 		$396K Buy
10,919
+903
+9% +$29.6K 0.03% 197
2023
Q4 		$332K Sell
10,016
-190
-2% -$5.23K 0.02% 213
2023
Q3 		$274K Buy
10,206
+22
+0.2% +$629 0.02% 219
2023
Q2 		$266K Buy
10,184
+461
+5% +$12.7K 0.02% 227
2023
Q1 		$295K Buy
+9,723
New +$381K 0.02% 211

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cobblestone Capital Advisors's CFG Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Citizens Financial Group (CFG) stake by 0.55% in Q3 2025, selling an estimated $2.84K and leaving 10,330 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #193.

Cobblestone Capital Advisors first reported a position in CFG in Q1 2023 and has held it in 11 quarters since. 859 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Cobblestone Capital Advisors held 10,330 shares of Citizens Financial Group worth $549K as of Q3 2025.
  • Cobblestone Capital Advisors sold 57 Citizens Financial Group shares in Q3 2025, an estimated $2.84K.
  • Citizens Financial Group made up 0.03% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #193 holding.
  • Cobblestone Capital Advisors first reported a position in Citizens Financial Group in Q1 2023 and has held it in 11 quarters since.
  • 859 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.