Corient Private Wealth
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Corient Private Wealth’s Citizens Financial Group CFG Stock Holding History

Corient Private Wealth’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
2026
Q1 		$14.8M Sell
249,156
-37,297
-13% -$2.29M 0.02% 485
2025
Q4 		$12.7M Buy
286,453
+194,572
+212% +$10.5M 0.01% 696
2025
Q3 		$4.88M Sell
91,881
-556
-0.6% -$27.7K 0.01% 721
2025
Q2 		$4.14M Buy
92,437
+2,570
+3% +$101K 0.01% 759
2025
Q1 		$3.68M Buy
89,867
+4,332
+5% +$193K 0.01% 773
2024
Q4 		$3.74M Buy
85,535
+802
+0.9% +$35.5K 0.01% 781
2024
Q3 		$3.48M Sell
84,733
-2,965
-3% -$120K 0.01% 868
2024
Q2 		$3.16M Buy
87,698
+16,154
+23% +$563K 0.01% 849
2024
Q1 		$2.6M Buy
71,544
+1,429
+2% +$46.9K ﹤0.01% 918
2023
Q4 		$2.32M Buy
70,115
+7,800
+13% +$215K ﹤0.01% 935
2023
Q3 		$1.67M Buy
62,315
+12,698
+26% +$363K ﹤0.01% 983
2023
Q2 		$1.33M Sell
49,617
-10,381
-17% -$286K ﹤0.01% 1054
2023
Q1 		$1.82M Buy
59,998
+545
+0.9% +$21.3K ﹤0.01% 874
2022
Q4 		$2.34M Buy
+59,453
New +$2.32M 0.01% 663

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VCM
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State Street
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VPM
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return