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

Evergreen 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
2025
Q3 		– Sell
-42
Closed -$1.88K – 246
2025
Q2 		$1.88K Buy
+42
New +$1.65K ﹤0.01% 255

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Evergreen Private Wealth's CFG Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 42 shares — an estimated $1.88K sold.

Evergreen Private Wealth first reported a position in CFG in Q2 2025 and held it in 1 quarter. The position peaked at $1.88K in Q2 2025. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 42 Citizens Financial Group shares in Q3 2025, an estimated $1.88K.
  • Evergreen Private Wealth first reported a position in Citizens Financial Group in Q2 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Citizens Financial Group position peaked at $1.88K in Q2 2025.
  • 858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.