FSC Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

FSC Wealth Advisors’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 Q4	–	Sell	-3,853	Closed	-$205K	–	36
2025 Q3	$205K	Buy	+3,853	New	+$192K	0.12%	74
2025 Q2	–	Sell	-2,464	Closed	-$101K	–	103
2025 Q1	$101K	Hold	2,464	–	–	0.07%	82
2024 Q4	$108K	Sell	2,464 -500	-17%	-$22.1K	0.07%	83
2024 Q3	$122K	Hold	2,964	–	–	0.09%	74
2024 Q2	$107K	Hold	2,964	–	–	0.08%	74
2024 Q1	$108K	Buy	2,964 +5	+0.2%	+$164	0.08%	68
2023 Q4	$98.1K	Buy	2,959 +32	+1%	+$881	0.07%	71
2023 Q3	$78.4K	Buy	2,927 +527	+22%	+$15.1K	0.08%	56
2023 Q2	$62.6K	Buy	+2,400	New	+$66.1K	0.06%	63

Other funds holding CFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

FSC Wealth Advisors's CFG Position: Q4 2025 in Review

FSC Wealth Advisors sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 3,853 shares — an estimated $205K sold.

FSC Wealth Advisors first reported a position in CFG in Q2 2023 and held it in 9 quarters. The position peaked at $205K in Q3 2025. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

FSC Wealth Advisors reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 3,853 Citizens Financial Group shares in Q4 2025, an estimated $205K.
FSC Wealth Advisors first reported a position in Citizens Financial Group in Q2 2023 and held it in 9 quarters.
FSC Wealth Advisors's Citizens Financial Group position peaked at $205K in Q3 2025.
967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.