MSWA
CFG icon

Marshall & Sterling Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-201
Closed -$10.7K – 388
2025
Q3 		$10.7K Hold
201
– – 0.01% 335
2025
Q2 		$8.99K Hold
201
– – 0.01% 349
2025
Q1 		$8.23K Buy
+201
New +$8.97K 0.01% 356

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CFG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 201 shares — an estimated $10.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in CFG in Q1 2025 and held it in 3 quarters. The position peaked at $10.7K in Q3 2025. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 201 Citizens Financial Group shares in Q4 2025, an estimated $10.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in Citizens Financial Group in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Citizens Financial Group position peaked at $10.7K in Q3 2025.
  • 967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.