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Elo Mutual Pension Insurance’s Citizens Financial Group CFG Stock Holding History

Elo Mutual Pension Insurance’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
Q3 		– Sell
-21,846
Closed -$978K – 632
2025
Q2 		$978K Buy
+21,846
New +$860K 0.02% 447
2025
Q1 		– Sell
-44,052
Closed -$1.93M – 632
2024
Q4 		$1.93M Buy
44,052
+3,644
+9% +$161K 0.04% 351
2024
Q3 		$1.66M Buy
40,408
+869
+2% +$35.1K 0.04% 361
2024
Q2 		$1.42M Buy
+39,539
New +$1.38M 0.03% 359
2024
Q1 		– Sell
-41,234
Closed -$1.37M – 471
2023
Q4 		$1.37M Buy
41,234
+797
+2% +$21.9K 0.04% 362
2023
Q3 		$1.08M Buy
+40,437
New +$1.16M 0.03% 367
2023
Q1 		– Sell
-38,344
Closed -$1.51M – 453
2022
Q4 		$1.51M Buy
38,344
+1,204
+3% +$47K 0.05% 302
2022
Q3 		$1.28M Sell
37,140
-1,935
-5% -$71.6K 0.05% 306
2022
Q2 		$1.4M Buy
39,075
+5,555
+17% +$219K 0.05% 309
2022
Q1 		$1.52M Buy
33,520
+1,174
+4% +$60.3K 0.04% 327
2021
Q4 		$1.53M Buy
32,346
+2,347
+8% +$113K 0.04% 318
2021
Q3 		$1.41M Hold
29,999
– – 0.05% 305
2021
Q2 		$1.38M Sell
29,999
-811
-3% -$38.3K 0.05% 304
2021
Q1 		$1.36M Buy
30,810
+463
+2% +$19.3K 0.05% 304
2020
Q4 		$1.08M Buy
+30,347
New +$952K 0.04% 320

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Elo Mutual Pension Insurance's CFG Position: Q3 2025 in Review

Elo Mutual Pension Insurance sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 21,846 shares — an estimated $978K sold.

Elo Mutual Pension Insurance first reported a position in CFG in Q4 2020 and held it in 15 quarters. The position peaked at $1.93M in Q4 2024. 860 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Elo Mutual Pension Insurance reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 21,846 Citizens Financial Group shares in Q3 2025, an estimated $978K.
  • Elo Mutual Pension Insurance first reported a position in Citizens Financial Group in Q4 2020 and held it in 15 quarters.
  • Elo Mutual Pension Insurance's Citizens Financial Group position peaked at $1.93M in Q4 2024.
  • 860 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Elo Mutual Pension Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.