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Rise Advisors’s Citizens Financial Group CFG Stock Holding History

Rise 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
2025
Q4 		– Sell
-27
Closed -$1.44K – 337
2025
Q3 		$1.44K Buy
27
+10
+59% +$498 ﹤0.01% 1225
2025
Q2 		$761 Hold
17
– – ﹤0.01% 1330
2025
Q1 		$696 Buy
+17
New +$758 ﹤0.01% 1340
2023
Q2 		– Sell
-12
Closed -$364 – 699
2023
Q1 		$364 Buy
+12
New +$470 ﹤0.01% 756

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Rise Advisors's CFG Position: Q4 2025 in Review

Rise Advisors sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 27 shares — an estimated $1.44K sold.

Rise Advisors first reported a position in CFG in Q1 2023 and held it in 4 quarters. The position peaked at $1.44K in Q3 2025. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • Rise Advisors reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 27 Citizens Financial Group shares in Q4 2025, an estimated $1.44K.
  • Rise Advisors first reported a position in Citizens Financial Group in Q1 2023 and held it in 4 quarters.
  • Rise Advisors's Citizens Financial Group position peaked at $1.44K in Q3 2025.
  • 967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.