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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

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return