Nordwand Advisors’s Citizens Financial Group CFG Stock Holding History

Nordwand 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	-1,190	Closed	-$48.8K	–	183
2025 Q1	$48.8K	Hold	1,190	–	–	0.02%	47
2024 Q4	$52.1K	Hold	1,190	–	–	0.02%	51
2024 Q3	$48.9K	Hold	1,190	–	–	0.01%	51
2024 Q2	$42.9K	Hold	1,190	–	–	0.02%	74
2024 Q1	$43.2K	Hold	1,190	–	–	0.02%	82
2023 Q4	$39.4K	Hold	1,190	–	–	0.01%	74
2023 Q3	$31.9K	Hold	1,190	–	–	0.01%	72
2023 Q2	$31K	Hold	1,190	–	–	0.01%	71
2023 Q1	$36.1K	Sell	1,190 -25,091	-95%	-$983K	0.01%	72
2022 Q4	$1.03M	Buy	+26,281	New	+$1.03M	0.13%	38

Other funds holding CFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nordwand Advisors's CFG Position: Q2 2025 in Review

Nordwand Advisors sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 1,190 shares — an estimated $48.8K sold.

Nordwand Advisors first reported a position in CFG in Q4 2022 and held it in 10 quarters. The position peaked at $1.03M in Q4 2022. 806 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

Nordwand Advisors reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
Nordwand Advisors sold 1,190 Citizens Financial Group shares in Q2 2025, an estimated $48.8K.
Nordwand Advisors first reported a position in Citizens Financial Group in Q4 2022 and held it in 10 quarters.
Nordwand Advisors's Citizens Financial Group position peaked at $1.03M in Q4 2022.
806 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

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