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Prime Capital Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Prime Capital Investment Advisors’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
2026
Q1 		$217K Buy
3,626
+94
+3% +$5.78K ﹤0.01% 952
2025
Q4 		$206K Buy
+3,532
New +$190K ﹤0.01% 955
2020
Q1 		– Sell
-1,462
Closed -$59K – 495
2019
Q4 		$59K Hold
1,462
– – 0.01% 295
2019
Q3 		$52K Buy
+1,462
New +$51K 0.01% 296
2019
Q2 		– Sell
-1,000
Closed -$33K – 356
2019
Q1 		$33K Buy
1,000
+218
+28% +$7.55K 0.01% 213
2018
Q4 		$23K Buy
782
+667
+580% +$23.4K 0.01% 199
2018
Q3 		$4K Buy
+115
New +$4.64K ﹤0.01% 245
2018
Q1 		– Sell
-113
Closed -$5K – 241
2017
Q4 		$5K Buy
+113
New +$4.42K ﹤0.01% 208

Other funds holding CFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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