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Gries Financial’s Citizens Financial Group CFG Stock Holding History

Gries Financial’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
Q3 		$390K Buy
7,331
+243
+3% +$12.1K 0.06% 202
2025
Q2 		$317K Buy
7,088
+674
+11% +$26.5K 0.06% 211
2025
Q1 		$263K Sell
6,414
-1,341
-17% -$59.8K 0.05% 223
2024
Q4 		$339K Buy
7,755
+1,466
+23% +$64.8K 0.06% 198
2024
Q3 		$258K Buy
6,289
+131
+2% +$5.29K 0.05% 220
2024
Q2 		$222K Buy
6,158
+535
+10% +$18.7K 0.05% 220
2024
Q1 		$204K Buy
+5,623
New +$184K 0.03% 266

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Gries Financial's CFG Position: Q3 2025 in Review

Gries Financial increased its Citizens Financial Group (CFG) stake by 3.4% in Q3 2025, buying an estimated $12.1K and bringing the position to 7,331 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #202.

Gries Financial first reported a position in CFG in Q1 2024 and has held it in 7 quarters since. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Gries Financial held 7,331 shares of Citizens Financial Group worth $390K as of Q3 2025.
  • Gries Financial bought 243 Citizens Financial Group shares in Q3 2025, an estimated $12.1K.
  • Citizens Financial Group made up 0.06% of Gries Financial's portfolio in Q3 2025, its #202 holding.
  • Gries Financial first reported a position in Citizens Financial Group in Q1 2024 and has held it in 7 quarters since.
  • 858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.