RFS
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Richardson Financial Services’s Citizens Financial Group CFG Stock Holding History

Richardson Financial Services’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 		$242K Sell
4,038
-145
-3% -$8.91K 0.15% 138
2025
Q4 		$244K Sell
4,183
-115
-3% -$6.18K 0.08% 140
2025
Q3 		$228K Sell
4,298
-220
-5% -$11K 0.14% 137
2025
Q2 		$208K Sell
4,518
-70
-2% -$2.75K 0.14% 146
2025
Q1 		$188K Hold
4,588
– – 0.14% 142
2024
Q4 		$200K Sell
4,588
-562
-11% -$24.9K 0.14% 135
2024
Q3 		$186K Hold
5,150
– – 0.12% 154
2024
Q2 		$186K Sell
5,150
-580
-10% -$20.2K 0.13% 142
2024
Q1 		$208K Sell
5,730
-125
-2% -$4.1K 0.15% 143
2023
Q4 		$194K Buy
+5,855
New +$161K 0.17% 130

Other funds holding CFG

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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