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Kestra Investment Management’s Citizens Financial Group CFG Stock Holding History

Kestra Investment Management’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
-925
Closed -$41.4K – 477
2025
Q2 		$41.4K Buy
925
+892
+2,703% +$35.1K ﹤0.01% 484
2025
Q1 		$1.35K Buy
+33
New +$1.47K ﹤0.01% 791

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Kestra Investment Management's CFG Position: Q3 2025 in Review

Kestra Investment Management sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 925 shares — an estimated $41.4K sold.

Kestra Investment Management first reported a position in CFG in Q1 2025 and held it in 2 quarters. The position peaked at $41.4K in Q2 2025. 860 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Kestra Investment Management reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 925 Citizens Financial Group shares in Q3 2025, an estimated $41.4K.
  • Kestra Investment Management first reported a position in Citizens Financial Group in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Citizens Financial Group position peaked at $41.4K in Q2 2025.
  • 860 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.