Investors Research Corp’s Citizens Financial Group CFG Stock Holding History

Investors Research Corp’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	–	Sell	-645	Closed	-$28.9K	–	881
2025 Q2	$28.9K	Buy	645 +500	+345%	+$19.7K	0.01%	528
2025 Q1	$5.94K	Hold	145	–	–	﹤0.01%	738
2024 Q4	$6.34K	Hold	145	–	–	﹤0.01%	718
2024 Q3	$5.96K	Hold	145	–	–	﹤0.01%	753
2024 Q2	$5.22K	Hold	145	–	–	﹤0.01%	816
2024 Q1	$5.26K	Hold	145	–	–	﹤0.01%	799
2023 Q4	$4.8K	Hold	145	–	–	﹤0.01%	835
2023 Q3	$3.89K	Hold	145	–	–	﹤0.01%	865
2023 Q2	$3.78K	Hold	145	–	–	﹤0.01%	898
2023 Q1	$4.4K	Hold	145	–	–	﹤0.01%	888
2022 Q4	$5.71K	Hold	145	–	–	﹤0.01%	861
2022 Q3	$5K	Hold	145	–	–	﹤0.01%	848
2022 Q2	$5K	Hold	145	–	–	﹤0.01%	831
2022 Q1	$7K	Hold	145	–	–	﹤0.01%	799
2021 Q4	$7K	Hold	145	–	–	﹤0.01%	813
2021 Q3	$7K	Hold	145	–	–	﹤0.01%	828
2021 Q2	$7K	Buy	+145	New	+$6.84K	﹤0.01%	820

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

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

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

Investors Research Corp's CFG Position: Q3 2025 in Review

Investors Research Corp sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 645 shares — an estimated $28.9K sold.

Investors Research Corp first reported a position in CFG in Q2 2021 and held it in 17 quarters. The position peaked at $28.9K in Q2 2025. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

Investors Research Corp reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 645 Citizens Financial Group shares in Q3 2025, an estimated $28.9K.
Investors Research Corp first reported a position in Citizens Financial Group in Q2 2021 and held it in 17 quarters.
Investors Research Corp's Citizens Financial Group position peaked at $28.9K in Q2 2025.
858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.