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Intrua Financial’s Citizens Financial Group CFG Stock Holding History

Intrua 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
Q1 		– Sell
-6,255
Closed -$274K – 380
2024
Q4 		$274K Sell
6,255
-3,980
-39% -$176K 0.04% 288
2024
Q3 		$420K Sell
10,235
-1,624
-14% -$65.6K 0.06% 254
2024
Q2 		$427K Sell
11,859
-488
-4% -$17K 0.06% 250
2024
Q1 		$448K Buy
12,347
+230
+2% +$7.54K 0.06% 258
2023
Q4 		$402K Buy
12,117
+52
+0.4% +$1.43K 0.06% 260
2023
Q3 		$323K Sell
12,065
-2,225
-16% -$63.6K 0.05% 258
2023
Q2 		$373K Buy
14,290
+2,617
+22% +$72.1K 0.06% 241
2023
Q1 		$289K Buy
11,673
+95
+0.8% +$3.72K 0.06% 260
2022
Q4 		$466K Buy
11,578
+1,471
+15% +$57.4K 0.11% 192
2022
Q3 		$347K Sell
10,107
-8,081
-44% -$299K 0.09% 211
2022
Q2 		$649K Buy
18,188
+8,483
+87% +$335K 0.14% 162
2022
Q1 		$440K Sell
9,705
-1,010
-9% -$51.9K 0.08% 246
2021
Q4 		$506K Sell
10,715
-308
-3% -$14.8K 0.09% 217
2021
Q3 		$525K Buy
11,023
+3,581
+48% +$157K 0.1% 203
2021
Q2 		$337K Buy
7,442
+329
+5% +$15.5K 0.08% 210
2021
Q1 		$328K Buy
+7,113
New +$296K 0.08% 211

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Intrua Financial's CFG Position: Q1 2025 in Review

Intrua Financial sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 6,255 shares — an estimated $274K sold.

Intrua Financial first reported a position in CFG in Q1 2021 and held it in 16 quarters. The position peaked at $649K in Q2 2022. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Intrua Financial reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • Intrua Financial sold 6,255 Citizens Financial Group shares in Q1 2025, an estimated $274K.
  • Intrua Financial first reported a position in Citizens Financial Group in Q1 2021 and held it in 16 quarters.
  • Intrua Financial's Citizens Financial Group position peaked at $649K in Q2 2022.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Intrua Financial's 13F filing for Q1 2025, filed 28 May 2025.