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Ridgewood Investments’s Citizens Financial Group CFG Stock Holding History

Ridgewood Investments’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
-1,331
Closed -$59.6K – 276
2025
Q2 		$59.6K Hold
1,331
– – 0.03% 307
2025
Q1 		$54.5K Hold
1,331
– – 0.03% 308
2024
Q4 		$58.2K Hold
1,331
– – 0.03% 285
2024
Q3 		$54.7K Hold
1,331
– – 0.03% 300
2024
Q2 		$48K Buy
+1,331
New +$46.4K 0.02% 323
2023
Q3 		– Sell
-10,419
Closed -$272K – 266
2023
Q2 		$272K Sell
10,419
-300
-3% -$8.27K 0.15% 145
2023
Q1 		$326K Sell
10,719
-1
-0% -$39 0.2% 131
2022
Q4 		$422K Sell
10,720
-1
-0% -$39 0.3% 112
2022
Q3 		$368K Buy
+10,721
New +$397K 0.31% 115

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

Ridgewood Investments's CFG Position: Q3 2025 in Review

Ridgewood Investments sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 1,331 shares — an estimated $59.6K sold.

Ridgewood Investments first reported a position in CFG in Q3 2022 and held it in 9 quarters. The position peaked at $422K in Q4 2022. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Ridgewood Investments reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,331 Citizens Financial Group shares in Q3 2025, an estimated $59.6K.
  • Ridgewood Investments first reported a position in Citizens Financial Group in Q3 2022 and held it in 9 quarters.
  • Ridgewood Investments's Citizens Financial Group position peaked at $422K in Q4 2022.
  • 858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.