Finivi Inc’s Citizens Financial Group CFG Stock Holding History

Finivi Inc’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
2024 Q1	–	Sell	-16,978	Closed	-$563K	–	86
2023 Q4	$563K	Buy	+16,978	New	+$467K	0.55%	52

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Finivi Inc's CFG Position: Q1 2024 in Review

Finivi Inc sold out of Citizens Financial Group (CFG) in Q1 2024, closing a stake of 16,978 shares — an estimated $563K sold.

Finivi Inc first reported a position in CFG in Q4 2023 and held it in 1 quarter. The position peaked at $563K in Q4 2023. 717 funds tracked by Wall St. Rank hold CFG as of Q1 2024.

Finivi Inc reported no remaining Citizens Financial Group position as of Q1 2024 after selling out during the quarter.
Finivi Inc sold 16,978 Citizens Financial Group shares in Q1 2024, an estimated $563K.
Finivi Inc first reported a position in Citizens Financial Group in Q4 2023 and held it in 1 quarter.
Finivi Inc's Citizens Financial Group position peaked at $563K in Q4 2023.
717 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2024.

Based on Finivi Inc's 13F filing for Q1 2024, filed 19 Dec 2025.