Mather Group’s Citizens Financial Group CFG Stock Holding History

Mather 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
2026 Q1	$427K	Sell	7,116 -138	-2%	-$8.48K	﹤0.01%	532
2025 Q4	$424K	Sell	7,254 -415	-5%	-$22.3K	﹤0.01%	448
2025 Q3	$408K	Buy	7,669 +1,102	+17%	+$54.9K	﹤0.01%	442
2025 Q2	$294K	Sell	6,567 -2,811	-30%	-$111K	﹤0.01%	503
2025 Q1	$384K	Buy	9,378 +746	+9%	+$33.3K	﹤0.01%	431
2024 Q4	$378K	Buy	8,632 +1,138	+15%	+$50.3K	﹤0.01%	414
2024 Q3	$308K	Buy	7,494 +3,868	+107%	+$156K	﹤0.01%	458
2024 Q2	$132K	Buy	3,626 +1,565	+76%	+$54.6K	﹤0.01%	729
2024 Q1	$68.3K	Buy	+2,061	New	+$67.6K	﹤0.01%	804

Other funds holding CFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return