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Grey Fox Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Grey Fox 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
-16
Closed -$832 – 204
2025
Q3 		$832 Buy
+16
New +$796 ﹤0.01% 586
2023
Q2 		– Sell
-875
Closed -$26.6K – 167
2023
Q1 		$26.6K Hold
875
– – 0.02% 244
2022
Q4 		$34.4K Buy
+875
New +$34.2K 0.02% 194

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Grey Fox Wealth Advisors's CFG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 16 shares — an estimated $832 sold.

Grey Fox Wealth Advisors first reported a position in CFG in Q4 2022 and held it in 3 quarters. The position peaked at $34.4K in Q4 2022. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 16 Citizens Financial Group shares in Q4 2025, an estimated $832.
  • Grey Fox Wealth Advisors first reported a position in Citizens Financial Group in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Citizens Financial Group position peaked at $34.4K in Q4 2022.
  • 967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.