Olympiad Research’s Citizens Financial Group CFG Stock Holding History

Olympiad Research’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	-6,589	Closed	-$270K	–	197
2025 Q1	$270K	Buy	+6,589	New	+$294K	0.32%	104
2024 Q1	–	Sell	-11,044	Closed	-$366K	–	370
2023 Q4	$366K	Buy	+11,044	New	+$304K	0.29%	120
2022 Q3	$546K	Buy	15,884 +2,167	+16%	+$80.2K	0.29%	85
2022 Q2	$490K	Buy	+13,717	New	+$542K	0.22%	115
2021 Q3	–	Sell	-8,545	Closed	-$392K	–	263
2021 Q2	$392K	Sell	8,545 -1,281	-13%	-$60.5K	0.14%	145
2021 Q1	$434K	Sell	9,826 -821	-8%	-$34.2K	0.19%	116
2020 Q4	$381K	Buy	+10,647	New	+$334K	0.22%	82
2020 Q2	–	Sell	-17,625	Closed	-$332K	–	305
2020 Q1	$332K	Buy	17,625 +10,626	+152%	+$347K	0.33%	81
2019 Q4	$284K	Buy	+6,999	New	+$262K	0.22%	104

Other funds holding CFG

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Olympiad Research's CFG Position: Q2 2025 in Review

Olympiad Research sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 6,589 shares — an estimated $270K sold.

Olympiad Research first reported a position in CFG in Q4 2019 and held it in 9 quarters. The position peaked at $546K in Q3 2022. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

Olympiad Research reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
Olympiad Research sold 6,589 Citizens Financial Group shares in Q2 2025, an estimated $270K.
Olympiad Research first reported a position in Citizens Financial Group in Q4 2019 and held it in 9 quarters.
Olympiad Research's Citizens Financial Group position peaked at $546K in Q3 2022.
804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Olympiad Research's 13F filing for Q2 2025, filed 8 Aug 2025.