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Essential Planning’s Citizens Financial Group CFG Stock Holding History

Essential Planning’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
Q1 		– Sell
-13,000
Closed -$574K – 108
2024
Q4 		$574K Buy
+13,000
New +$575K ﹤0.01% 261

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Essential Planning's CFG Position: Q1 2025 in Review

Essential Planning sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 13,000 shares — an estimated $574K sold.

Essential Planning first reported a position in CFG in Q4 2024 and held it in 1 quarter. The position peaked at $574K in Q4 2024. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Essential Planning reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 13,000 Citizens Financial Group shares in Q1 2025, an estimated $574K.
  • Essential Planning first reported a position in Citizens Financial Group in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Citizens Financial Group position peaked at $574K in Q4 2024.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.