Crumly & Associates’s Citizens Financial Group CFG Stock Holding History

Crumly & Associates’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 Q2	$426K	Buy	6,073 +34	+0.6%	+$2.19K	0.08%	130
2026 Q1	$362K	Hold	6,039	–	–	0.08%	138
2025 Q4	$353K	Hold	6,039	–	–	0.07%	141
2025 Q3	$321K	Buy	6,039 +10	+0.2%	+$498	0.07%	142
2025 Q2	$270K	Hold	6,029	–	–	0.07%	135
2025 Q1	$247K	Hold	6,029	–	–	0.07%	147
2024 Q4	$264K	Hold	6,029	–	–	0.07%	126
2024 Q3	$248K	Hold	6,029	–	–	0.07%	134
2024 Q2	$217K	Hold	6,029	–	–	0.06%	131
2024 Q1	$219K	Buy	+6,029	New	+$198K	0.06%	128
2023 Q1	–	Sell	-6,029	Closed	-$237K	–	110
2022 Q4	$237K	Hold	6,029	–	–	0.09%	89
2022 Q3	$207K	Hold	6,029	–	–	0.09%	101
2022 Q2	$215K	Hold	6,029	–	–	0.09%	102
2022 Q1	$273K	Hold	6,029	–	–	0.1%	99
2021 Q4	$319K	Hold	6,029	–	–	0.13%	83
2021 Q3	$283K	Hold	6,029	–	–	0.13%	88
2021 Q2	$277K	Hold	6,029	–	–	0.13%	88
2021 Q1	$266K	Hold	6,029	–	–	0.16%	82
2020 Q4	$231K	Buy	+6,029	New	+$189K	0.16%	73

Other funds holding CFG

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return