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Perkins Coie Trust Company’s Citizens Financial Group CFG Stock Holding History

Perkins Coie Trust Company’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
-20
Closed -$819 – 314
2025
Q1 		$819 Buy
+20
New +$892 ﹤0.01% 303
2023
Q4 		– Sell
-40
Closed -$1.07K – 345
2023
Q3 		$1.07K Buy
+40
New +$1.14K ﹤0.01% 416
2020
Q2 		– Sell
-8
Closed – – 310
2020
Q1 		$0 Buy
+8
New +$261 ﹤0.01% 352

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

Perkins Coie Trust Company's CFG Position: Q2 2025 in Review

Perkins Coie Trust Company sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 20 shares — an estimated $819 sold.

Perkins Coie Trust Company first reported a position in CFG in Q1 2020 and held it in 3 quarters. The position peaked at $1.07K in Q3 2023. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Perkins Coie Trust Company reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • Perkins Coie Trust Company sold 20 Citizens Financial Group shares in Q2 2025, an estimated $819.
  • Perkins Coie Trust Company first reported a position in Citizens Financial Group in Q1 2020 and held it in 3 quarters.
  • Perkins Coie Trust Company's Citizens Financial Group position peaked at $1.07K in Q3 2023.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Perkins Coie Trust Company's 13F filing for Q2 2025, filed 10 Jul 2025.