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Pinnacle Financial Partners (Tennessee)’s Citizens Financial Group CFG Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-57
Closed -$2.55K – 472
2025
Q2 		$2.55K Hold
57
– – ﹤0.01% 496
2025
Q1 		$2.49K Hold
57
– – ﹤0.01% 512
2024
Q4 		$2.34K Hold
57
– – ﹤0.01% 507
2024
Q3 		$2.34K Sell
57
-13,507
-100% -$546K ﹤0.01% 508
2024
Q2 		$492K Hold
13,564
– – 0.01% 324
2024
Q1 		$492K Hold
13,564
– – 0.01% 325
2023
Q4 		$450K Sell
13,564
-15,623
-54% -$430K 0.01% 319
2023
Q3 		$782K Hold
29,187
– – 0.02% 264
2023
Q2 		$761K Buy
29,187
+29,130
+51,105% +$803K 0.02% 265
2023
Q1 		$1.73K Hold
57
– – ﹤0.01% 534
2022
Q4 		$2.24K Hold
57
– – ﹤0.01% 517
2022
Q3 		$2K Hold
57
– – ﹤0.01% 509
2022
Q2 		$2K Hold
57
– – ﹤0.01% 424
2022
Q1 		$3K Buy
+57
New +$2.93K ﹤0.01% 428
2021
Q3 		– Sell
-600
Closed -$28K – 476
2021
Q2 		$28K Buy
+600
New +$28.3K ﹤0.01% 421
2021
Q1 		– Sell
-113
Closed -$3K – 424
2020
Q4 		$3K Hold
113
– – ﹤0.01% 431
2020
Q3 		$3K Hold
113
– – ﹤0.01% 424
2020
Q2 		$3K Hold
113
– – ﹤0.01% 408
2020
Q1 		$2K Hold
113
– – ﹤0.01% 416
2019
Q4 		$5K Buy
+113
New +$4.23K ﹤0.01% 439
2019
Q2 		– Sell
-113
Closed -$4K – 369
2019
Q1 		$4K Buy
+113
New +$3.92K ﹤0.01% 420
2018
Q4 		– Sell
-113
Closed -$4K – 334
2018
Q3 		$4K Buy
+113
New +$4.56K ﹤0.01% 418

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s CFG Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 57 shares — an estimated $2.55K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in CFG in Q3 2018 and held it in 22 quarters. The position peaked at $782K in Q3 2023. 860 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 57 Citizens Financial Group shares in Q3 2025, an estimated $2.55K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Citizens Financial Group in Q3 2018 and held it in 22 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Citizens Financial Group position peaked at $782K in Q3 2023.
  • 860 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.