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Perpetual Ltd’s Citizens Financial Group CFG Stock Holding History

Perpetual Ltd’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
Q3 		– Sell
-5,449
Closed -$244K – 408
2025
Q2 		$244K Sell
5,449
-5,358
-50% -$211K ﹤0.01% 395
2025
Q1 		$443K Sell
10,807
-11,607
-52% -$518K 0.01% 341
2024
Q4 		$981K Buy
22,414
+14,256
+175% +$630K 0.01% 245
2024
Q3 		$335K Sell
8,158
-9,114
-53% -$368K ﹤0.01% 359
2024
Q2 		$622K Buy
+17,272
New +$602K 0.01% 314
2024
Q1 		– Sell
-13,916
Closed -$461K – 441
2023
Q4 		$461K Sell
13,916
-10,170
-42% -$280K ﹤0.01% 349
2023
Q3 		$646K Buy
+24,086
New +$689K 0.01% 332

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

Perpetual Ltd's CFG Position: Q3 2025 in Review

Perpetual Ltd sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 5,449 shares — an estimated $244K sold.

Perpetual Ltd first reported a position in CFG in Q3 2023 and held it in 7 quarters. The position peaked at $981K in Q4 2024. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Perpetual Ltd reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Perpetual Ltd sold 5,449 Citizens Financial Group shares in Q3 2025, an estimated $244K.
  • Perpetual Ltd first reported a position in Citizens Financial Group in Q3 2023 and held it in 7 quarters.
  • Perpetual Ltd's Citizens Financial Group position peaked at $981K in Q4 2024.
  • 858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Perpetual Ltd's 13F filing for Q3 2025, filed 10 Oct 2025.