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FWL Investment Management’s Citizens Financial Group CFG Stock Holding History

FWL Investment Management’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
Q1 		– Sell
-65
Closed -$2.84K – 300
2024
Q4 		$2.84K Sell
65
-115
-64% -$5.08K ﹤0.01% 285
2024
Q3 		$7.39K Hold
180
– – ﹤0.01% 248
2024
Q2 		$6.49K Hold
180
– – ﹤0.01% 201
2024
Q1 		$6.53K Buy
+180
New +$5.91K ﹤0.01% 180

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

FWL Investment Management's CFG Position: Q1 2025 in Review

FWL Investment Management sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 65 shares — an estimated $2.84K sold.

FWL Investment Management first reported a position in CFG in Q1 2024 and held it in 4 quarters. The position peaked at $7.39K in Q3 2024. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • FWL Investment Management reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • FWL Investment Management sold 65 Citizens Financial Group shares in Q1 2025, an estimated $2.84K.
  • FWL Investment Management first reported a position in Citizens Financial Group in Q1 2024 and held it in 4 quarters.
  • FWL Investment Management's Citizens Financial Group position peaked at $7.39K in Q3 2024.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on FWL Investment Management's 13F filing for Q1 2025, filed 15 May 2025.