MOS
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MGO One Seven’s Citizens Financial Group CFG Stock Holding History

MGO One Seven’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 		$330K Buy
5,506
+236
+4% +$14.5K 0.01% 1090
2025
Q4 		$308K Buy
5,270
+187
+4% +$10K 0.01% 1097
2025
Q3 		$270K Buy
+5,083
New +$253K 0.01% 1087
2025
Q1 		– Sell
-10,299
Closed -$451K – 1104
2024
Q4 		$451K Sell
10,299
-1,436
-12% -$63.5K 0.02% 655
2024
Q3 		$482K Buy
11,735
+843
+8% +$34.1K 0.02% 592
2024
Q2 		$392K Buy
+10,892
New +$380K 0.02% 656
2019
Q1 		– Sell
-530
Closed -$15K – 604
2018
Q4 		$15K Buy
+530
New +$18.6K 0.01% 999
2018
Q1 		$22K Hold
530
– – 0.01% 835
2017
Q4 		$22K Buy
+530
New +$20.7K 0.01% 838

Other funds holding CFG

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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