Riverview Trust Company’s Citizens Financial Group CFG Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-553	Closed	-$22.7K	–	281
2025 Q1	$22.7K	Sell	553 -27	-5%	-$1.21K	0.02%	379
2024 Q4	$25.4K	Buy	580 +27	+5%	+$1.19K	0.02%	374
2024 Q3	$22.7K	Hold	553	–	–	0.02%	412
2024 Q2	$19.9K	Hold	553	–	–	0.02%	430
2024 Q1	$20.1K	Buy	+553	New	+$18.1K	0.02%	477
2023 Q4	–	Sell	-553	Closed	-$14.8K	–	183
2023 Q3	$14.8K	Hold	553	–	–	0.01%	545
2023 Q2	$14.4K	Sell	553 -495	-47%	-$13.6K	0.01%	551
2023 Q1	$31.8K	Hold	1,048	–	–	0.03%	271
2022 Q4	$41K	Hold	1,048	–	–	0.04%	239
2022 Q3	$36K	Buy	+1,048	New	+$38.8K	0.03%	249
2020 Q4	–	Sell	-2,139	Closed	-$54K	–	226
2020 Q3	$54K	Hold	2,139	–	–	0.06%	140
2020 Q2	$54K	Hold	2,139	–	–	0.05%	145
2020 Q1	$40K	Hold	2,139	–	–	0.04%	155
2019 Q4	$87K	Buy	+2,139	New	+$80.1K	0.06%	143

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Riverview Trust Company's CFG Position: Q2 2025 in Review

Riverview Trust Company sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 553 shares — an estimated $22.7K sold.

Riverview Trust Company first reported a position in CFG in Q4 2019 and held it in 14 quarters. The position peaked at $87K in Q4 2019. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

Riverview Trust Company reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 553 Citizens Financial Group shares in Q2 2025, an estimated $22.7K.
Riverview Trust Company first reported a position in Citizens Financial Group in Q4 2019 and held it in 14 quarters.
Riverview Trust Company's Citizens Financial Group position peaked at $87K in Q4 2019.
804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.