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Lindbrook Capital’s Citizens Financial Group CFG Stock Holding History

Lindbrook Capital’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 		$103K Buy
2,511
+1,016
+68% +$45.3K 0.01% 667
2024
Q4 		$65.4K Buy
1,495
+3
+0.2% +$133 0.01% 700
2024
Q3 		$61.3K Buy
1,492
+58
+4% +$2.34K 0.01% 729
2024
Q2 		$51.7K Buy
1,434
+506
+55% +$17.6K ﹤0.01% 785
2024
Q1 		$33.7K Buy
928
+67
+8% +$2.2K ﹤0.01% 953
2023
Q4 		$28.5K Sell
861
-127
-13% -$3.5K ﹤0.01% 998
2023
Q3 		$26.5K Buy
988
+496
+101% +$14.2K ﹤0.01% 930
2023
Q2 		$12.8K Buy
492
+52
+12% +$1.43K ﹤0.01% 1322
2023
Q1 		$13.4K Sell
440
-548
-55% -$21.5K ﹤0.01% 1275
2022
Q4 		$38.9K Buy
988
+382
+63% +$14.9K ﹤0.01% 787
2022
Q3 		$21K Buy
606
+65
+12% +$2.4K ﹤0.01% 951
2022
Q2 		$19K Buy
541
+66
+14% +$2.61K ﹤0.01% 981
2022
Q1 		$22K Sell
475
-79
-14% -$4.06K ﹤0.01% 964
2021
Q4 		$26K Hold
554
– – ﹤0.01% 925
2021
Q3 		$26K Buy
554
+10
+2% +$439 0.01% 651
2021
Q2 		$25K Hold
544
– – 0.01% 700
2021
Q1 		$24K Hold
544
– – 0.01% 683
2020
Q4 		$19K Sell
544
-102
-16% -$3.2K ﹤0.01% 696
2020
Q3 		$16K Buy
646
+102
+19% +$2.59K ﹤0.01% 685
2020
Q2 		$14K Sell
544
-199
-27% -$4.52K ﹤0.01% 722
2020
Q1 		$14K Buy
743
+178
+32% +$5.81K 0.01% 654
2019
Q4 		$23K Hold
565
– – 0.01% 680
2019
Q3 		$20K Buy
565
+89
+19% +$3.11K 0.01% 708
2019
Q2 		$16K Hold
476
– – 0.01% 759
2019
Q1 		$15K Hold
476
– – 0.01% 782
2018
Q4 		$14K Buy
+476
New +$16.7K 0.01% 726

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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's CFG Position: Q1 2025 in Review

Lindbrook Capital increased its Citizens Financial Group (CFG) stake by 68% in Q1 2025, buying an estimated $45.3K and bringing the position to 2,511 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #667.

Lindbrook Capital first reported a position in CFG in Q4 2018 and has held it in 26 quarters since. 831 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Lindbrook Capital held 2,511 shares of Citizens Financial Group worth $103K as of Q1 2025.
  • Lindbrook Capital bought 1,016 Citizens Financial Group shares in Q1 2025, an estimated $45.3K.
  • Citizens Financial Group made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #667 holding.
  • Lindbrook Capital first reported a position in Citizens Financial Group in Q4 2018 and has held it in 26 quarters since.
  • 831 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.