International Private Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

International Private 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
2026 Q1	$475K	Buy	7,925 +1,384	+21%	+$85.1K	0.29%	76
2025 Q4	$382K	Sell	6,541 -263	-4%	-$14.1K	0.24%	91
2025 Q3	$362K	Sell	6,804 -1,218	-15%	-$60.6K	0.23%	102
2025 Q2	$359K	Sell	8,022 -3,221	-29%	-$127K	0.31%	94
2025 Q1	$461K	Buy	11,243 +1,611	+17%	+$71.9K	0.44%	56
2024 Q4	$421K	Sell	9,632 -75	-0.8%	-$3.32K	0.42%	65
2024 Q3	$399K	Sell	9,707 -596	-6%	-$24.1K	0.58%	45
2024 Q2	$371K	Buy	10,303 +1,073	+12%	+$37.4K	0.63%	45
2024 Q1	$335K	Buy	+9,230	New	+$303K	0.65%	54

Other funds holding CFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return