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New Age Alpha Advisors’s Citizens Financial Group CFG Stock Holding History

New Age Alpha 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
-5,085
Closed -$208K – 865
2025
Q1 		$208K Buy
+5,085
New +$227K 0.01% 646

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

New Age Alpha Advisors's CFG Position: Q2 2025 in Review

New Age Alpha Advisors sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 5,085 shares — an estimated $208K sold.

New Age Alpha Advisors first reported a position in CFG in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • New Age Alpha Advisors reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 5,085 Citizens Financial Group shares in Q2 2025, an estimated $208K.
  • New Age Alpha Advisors first reported a position in Citizens Financial Group in Q1 2025 and held it in 1 quarter.
  • New Age Alpha Advisors's Citizens Financial Group position peaked at $208K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.