R Squared’s Citizens Financial Group CFG Stock Holding History

R Squared’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 Q1	–	Sell	-3,320	Closed	-$145K	–	518
2024 Q4	$145K	Buy	+3,320	New	+$147K	0.14%	174

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

R Squared's CFG Position: Q1 2025 in Review

R Squared sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 3,320 shares — an estimated $145K sold.

R Squared first reported a position in CFG in Q4 2024 and held it in 1 quarter. The position peaked at $145K in Q4 2024. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

R Squared reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
R Squared sold 3,320 Citizens Financial Group shares in Q1 2025, an estimated $145K.
R Squared first reported a position in Citizens Financial Group in Q4 2024 and held it in 1 quarter.
R Squared's Citizens Financial Group position peaked at $145K in Q4 2024.
829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.