JFG
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JDM Financial Group’s Citizens Financial Group CFG Stock Holding History

JDM Financial Group’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
-23
Closed -$942 – 269
2025
Q1 		$942 Hold
23
– – ﹤0.01% 273
2024
Q4 		$1.01K Hold
23
– – ﹤0.01% 296
2024
Q3 		$945 Buy
+23
New +$929 ﹤0.01% 328

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JDM Financial Group's CFG Position: Q2 2025 in Review

JDM Financial Group sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 23 shares — an estimated $942 sold.

JDM Financial Group first reported a position in CFG in Q3 2024 and held it in 3 quarters. The position peaked at $1.01K in Q4 2024. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • JDM Financial Group reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 23 Citizens Financial Group shares in Q2 2025, an estimated $942.
  • JDM Financial Group first reported a position in Citizens Financial Group in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's Citizens Financial Group position peaked at $1.01K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.