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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return