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

Crowley 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 		– Sell
-64
Closed -$2.62K – 397
2025
Q1 		$2.62K Buy
64
+32
+100% +$1.43K ﹤0.01% 345
2024
Q4 		$1.4K Buy
+32
New +$1.42K ﹤0.01% 389

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

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

Crowley Wealth Management sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 64 shares — an estimated $2.62K sold.

Crowley Wealth Management first reported a position in CFG in Q4 2024 and held it in 2 quarters. The position peaked at $2.62K in Q1 2025. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Crowley Wealth Management reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 64 Citizens Financial Group shares in Q2 2025, an estimated $2.62K.
  • Crowley Wealth Management first reported a position in Citizens Financial Group in Q4 2024 and held it in 2 quarters.
  • Crowley Wealth Management's Citizens Financial Group position peaked at $2.62K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Crowley Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.