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Congress Wealth Management’s Citizens Financial Group CFG Stock Holding History

Congress 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 		$866K Buy
19,360
+3,122
+19% +$123K 0.01% 747
2025
Q1 		$673K Buy
+16,238
New +$724K 0.01% 732

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

Congress Wealth Management's CFG Position: Q2 2025 in Review

Congress Wealth Management increased its Citizens Financial Group (CFG) stake by 19% in Q2 2025, buying an estimated $123K and bringing the position to 19,360 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #747.

Congress Wealth Management first reported a position in CFG in Q1 2025 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Congress Wealth Management held 19,360 shares of Citizens Financial Group worth $866K as of Q2 2025.
  • Congress Wealth Management bought 3,122 Citizens Financial Group shares in Q2 2025, an estimated $123K.
  • Citizens Financial Group made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #747 holding.
  • Congress Wealth Management first reported a position in Citizens Financial Group in Q1 2025 and has held it in 2 quarters since.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.