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

DiNuzzo 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 Q2	$3.92K	Hold	56	–	–	﹤0.01%	466
2026 Q1	$3.36K	Hold	56	–	–	﹤0.01%	481
2025 Q4	$3.27K	Hold	56	–	–	﹤0.01%	480
2025 Q3	$2.93K	Hold	56	–	–	﹤0.01%	511
2025 Q2	$2.51K	Sell	56 -3	-5%	-$118	﹤0.01%	545
2025 Q1	$2.42K	Buy	59 +7	+13%	+$312	﹤0.01%	527
2024 Q4	$2.28K	Buy	52 +6	+13%	+$265	﹤0.01%	552
2024 Q3	$1.89K	Buy	46 +1	+2%	+$40	﹤0.01%	637
2024 Q2	$1.62K	Buy	45 +9	+25%	+$314	﹤0.01%	594
2024 Q1	$1.31K	Buy	36 +3	+9%	+$98	﹤0.01%	632
2023 Q4	$1.09K	Buy	+33	New	+$908	﹤0.01%	664

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

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

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return