EFG
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Everhart Financial Group’s Citizens Financial Group CFG Stock Holding History

Everhart Financial Group’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 		$1.63M Buy
23,279
+1,487
+7% +$95.9K 0.1% 101
2026
Q1 		$1.31M Buy
21,792
+4,463
+26% +$274K 0.11% 125
2025
Q4 		$1.01M Buy
17,329
+2,846
+20% +$153K 0.09% 152
2025
Q3 		$770K Buy
14,483
+4,535
+46% +$226K 0.08% 189
2025
Q2 		$445K Sell
9,948
-2,907
-23% -$114K 0.05% 242
2025
Q1 		$527K Buy
12,855
+2,641
+26% +$118K 0.07% 196
2024
Q4 		$447K Buy
+10,214
New +$452K 0.09% 203

Other funds holding CFG

AAMU
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return