GA
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GoalVest Advisory’s Citizens Financial Group CFG Stock Holding History

GoalVest Advisory’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
2026
Q2 		$47.6K Hold
680
– – 0.01% 215
2026
Q1 		$40.8K Hold
680
– – 0.01% 247
2025
Q4 		$39.7K Hold
680
– – 0.01% 262
2025
Q3 		$36.1K Hold
680
– – 0.01% 242
2025
Q2 		$30.4K Buy
680
+676
+16,900% +$26.6K 0.01% 246
2025
Q1 		$164 Buy
+4
New +$178 ﹤0.01% 471
2024
Q2 		– Sell
-370
Closed -$13.4K – 334
2024
Q1 		$13.4K Sell
370
-160
-30% -$5.25K ﹤0.01% 295
2023
Q4 		$17.6K Buy
+530
New +$14.6K 0.01% 217
2022
Q2 		– Sell
-163
Closed -$7K – 343
2022
Q1 		$7K Buy
+163
New +$8.38K ﹤0.01% 257

Other funds holding CFG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return