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Interval Partners’s Citizens Financial Group CFG Stock Holding History

Interval Partners’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 		– Sell
-53,800
Closed -$3.14M – 293
2025
Q4 		$3.14M Sell
53,800
-131,400
-71% -$7.06M 0.07% 223
2025
Q3 		$9.85M Buy
185,200
+77,600
+72% +$3.86M 0.21% 136
2025
Q2 		$4.82M Buy
107,600
+54,400
+102% +$2.14M 0.11% 207
2025
Q1 		$2.18M Buy
+53,200
New +$2.37M 0.08% 264
2024
Q4 		– Sell
-79,400
Closed -$3.26M – 372
2024
Q3 		$3.26M Buy
+79,400
New +$3.21M 0.09% 220
2019
Q2 		– Sell
-120,000
Closed -$3.9M – 204
2019
Q1 		$3.9M Buy
+120,000
New +$4.16M 0.22% 121

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VCM
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Invesco
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State Street
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VPM
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Morgan Stanley
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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