Integrated Advisors Network’s Citizens Financial Group CFG Stock Holding History

Integrated Advisors Network’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 Q2	–	Sell	-46,038	Closed	-$1.89M	–	748
2025 Q1	$1.89M	Sell	46,038 -11,349	-20%	-$506K	0.1%	215
2024 Q4	$2.51M	Buy	+57,387	New	+$2.54M	0.12%	183
2023 Q3	–	Sell	-70,515	Closed	-$1.84M	–	665
2023 Q2	$1.84M	Sell	70,515 -32,859	-32%	-$905K	0.11%	207
2023 Q1	$3.14M	Buy	103,374 +8,737	+9%	+$342K	0.19%	140
2022 Q4	$3.73M	Buy	+94,637	New	+$3.7M	0.24%	124
2022 Q3	–	Sell	-5,805	Closed	-$207K	–	647
2022 Q2	$207K	Buy	+5,805	New	+$229K	0.01%	615
2022 Q1	–	Sell	-70,393	Closed	-$3.33M	–	665
2021 Q4	$3.33M	Buy	70,393 +1,261	+2%	+$60.7K	0.2%	133
2021 Q3	$3.25M	Buy	+69,132	New	+$3.04M	0.22%	125

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Integrated Advisors Network's CFG Position: Q2 2025 in Review

Integrated Advisors Network sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 46,038 shares — an estimated $1.89M sold.

Integrated Advisors Network first reported a position in CFG in Q3 2021 and held it in 8 quarters. The position peaked at $3.73M in Q4 2022. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

Integrated Advisors Network reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
Integrated Advisors Network sold 46,038 Citizens Financial Group shares in Q2 2025, an estimated $1.89M.
Integrated Advisors Network first reported a position in Citizens Financial Group in Q3 2021 and held it in 8 quarters.
Integrated Advisors Network's Citizens Financial Group position peaked at $3.73M in Q4 2022.
804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Integrated Advisors Network's 13F filing for Q2 2025, filed 12 Aug 2025.