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First Capital Advisors Group’s Citizens Financial Group CFG Stock Holding History

First Capital Advisors 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
2023
Q2 		$4.98K Buy
+191
New +$5.26K ﹤0.01% 668
2018
Q2 		– Sell
-16
Closed -$1K – 268
2018
Q1 		$1K Buy
+16
New +$718 ﹤0.01% 777

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Capital Advisors Group's CFG Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Citizens Financial Group (CFG) in Q2 2023: 191 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in CFG as recently as Q1 2018.

First Capital Advisors Group first reported a position in CFG in Q1 2018 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

  • First Capital Advisors Group held 191 shares of Citizens Financial Group worth $4.98K as of Q2 2023.
  • Citizens Financial Group was a new First Capital Advisors Group position in Q2 2023.
  • Citizens Financial Group made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #668 holding.
  • First Capital Advisors Group first reported a position in Citizens Financial Group in Q1 2018 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.