Nations Financial Group’s Citizens Financial Group CFG Stock Holding History

Nations Financial 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
2023 Q2	–	Sell	-7,125	Closed	-$216K	–	618
2023 Q1	$216K	Hold	7,125	–	–	0.02%	560
2022 Q4	$281K	Buy	7,125 +40	+0.6%	+$1.56K	0.03%	483
2022 Q3	$243K	Hold	7,085	–	–	0.04%	445
2022 Q2	$253K	Hold	7,085	–	–	0.03%	442
2022 Q1	$321K	Buy	7,085 +585	+9%	+$30.1K	0.04%	414
2021 Q4	$307K	Hold	6,500	–	–	0.04%	382
2021 Q3	$305K	Hold	6,500	–	–	0.05%	355
2021 Q2	$298K	Hold	6,500	–	–	0.05%	333
2021 Q1	$287K	Buy	+6,500	New	+$271K	0.07%	292

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Nations Financial Group's CFG Position: Q2 2023 in Review

Nations Financial Group sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 7,125 shares — an estimated $216K sold.

Nations Financial Group first reported a position in CFG in Q1 2021 and held it in 9 quarters. The position peaked at $321K in Q1 2022. 689 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

Nations Financial Group reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
Nations Financial Group sold 7,125 Citizens Financial Group shares in Q2 2023, an estimated $216K.
Nations Financial Group first reported a position in Citizens Financial Group in Q1 2021 and held it in 9 quarters.
Nations Financial Group's Citizens Financial Group position peaked at $321K in Q1 2022.
689 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on Nations Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.