ORG Partners’s Citizens Financial Group CFG Stock Holding History

ORG Partners’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 Q4	$21.9K	Buy	375 +73	+24%	+$3.92K	﹤0.01%	781
2025 Q3	$16.1K	Buy	302 +146	+94%	+$7.27K	﹤0.01%	851
2025 Q2	$7.2K	Buy	156 +136	+680%	+$5.35K	﹤0.01%	967
2025 Q1	$819	Sell	20 -4	-17%	-$178	﹤0.01%	1202
2024 Q4	$1.06K	Hold	24	–	–	﹤0.01%	1130
2024 Q3	$993	Sell	24 -2,370	-99%	-$95.8K	﹤0.01%	999
2024 Q2	$85.8K	Buy	2,394 +2,367	+8,767%	+$82.5K	0.01%	641
2024 Q1	$968	Buy	+27	New	+$886	﹤0.01%	445
2023 Q4	–	Sell	-31	Closed	-$835	–	1162
2023 Q3	$835	Hold	31	–	–	﹤0.01%	1159
2023 Q2	$1K	Buy	+31	New	+$854	﹤0.01%	1233

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

ORG Partners's CFG Position: Q4 2025 in Review

ORG Partners increased its Citizens Financial Group (CFG) stake by 24% in Q4 2025, buying an estimated $3.92K and bringing the position to 375 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

ORG Partners first reported a position in CFG in Q2 2023 and has held it in 10 quarters since. The position peaked at $85.8K in Q2 2024. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

ORG Partners held 375 shares of Citizens Financial Group worth $21.9K as of Q4 2025.
ORG Partners bought 73 Citizens Financial Group shares in Q4 2025, an estimated $3.92K.
Citizens Financial Group made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #781 holding.
ORG Partners first reported a position in Citizens Financial Group in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Citizens Financial Group position peaked at $85.8K in Q2 2024.
967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.