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MCF Advisors’s Citizens Financial Group CFG Stock Holding History

MCF 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
Q2 		– Sell
-32
Closed -$1.31K – 906
2025
Q1 		$1.31K Sell
32
-54
-63% -$2.41K ﹤0.01% 837
2024
Q4 		$3.76K Buy
86
+32
+59% +$1.42K ﹤0.01% 795
2024
Q3 		$2.22K Sell
54
-10
-16% -$404 ﹤0.01% 835
2024
Q2 		$2.31K Hold
64
– – ﹤0.01% 838
2024
Q1 		$2.32K Buy
64
+10
+19% +$328 ﹤0.01% 801
2023
Q4 		$1.79K Sell
54
-60
-53% -$1.65K ﹤0.01% 788
2023
Q3 		$3.06K Hold
114
– – ﹤0.01% 720
2023
Q2 		$2.97K Buy
114
+60
+111% +$1.65K ﹤0.01% 674
2023
Q1 		$1.64K Hold
54
– – ﹤0.01% 730
2022
Q4 		$2.13K Sell
54
-52
-49% -$2.03K ﹤0.01% 674
2022
Q3 		$4K Sell
106
-66
-38% -$2.44K ﹤0.01% 626
2022
Q2 		$6K Hold
172
– – ﹤0.01% 550
2022
Q1 		$8K Buy
+172
New +$8.84K ﹤0.01% 536
2021
Q4 		– Sell
-54
Closed -$3K – 144
2021
Q3 		$3K Buy
+54
New +$2.37K ﹤0.01% 561

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

MCF Advisors's CFG Position: Q2 2025 in Review

MCF Advisors sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 32 shares — an estimated $1.31K sold.

MCF Advisors first reported a position in CFG in Q3 2021 and held it in 14 quarters. The position peaked at $8K in Q1 2022. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • MCF Advisors reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • MCF Advisors sold 32 Citizens Financial Group shares in Q2 2025, an estimated $1.31K.
  • MCF Advisors first reported a position in Citizens Financial Group in Q3 2021 and held it in 14 quarters.
  • MCF Advisors's Citizens Financial Group position peaked at $8K in Q1 2022.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on MCF Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.