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Rothschild Investment LLC’s Citizens Financial Group CFG Stock Holding History

Rothschild Investment LLC’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 		$745K Buy
12,422
+3,265
+36% +$201K 0.04% 321
2025
Q4 		$535K Buy
9,157
+7,721
+538% +$415K 0.03% 348
2025
Q3 		$76.3K Buy
1,436
+907
+171% +$45.1K ﹤0.01% 877
2025
Q2 		$23.7K Buy
529
+69
+15% +$2.72K ﹤0.01% 978
2025
Q1 		$18.8K Buy
460
+59
+15% +$2.63K ﹤0.01% 1017
2024
Q4 		$17.5K Sell
401
-9
-2% -$398 ﹤0.01% 1032
2024
Q3 		$16.8K Buy
410
+43
+12% +$1.74K ﹤0.01% 1037
2024
Q2 		$13.2K Buy
367
+15
+4% +$523 ﹤0.01% 1061
2024
Q1 		$12.8K Buy
352
+80
+29% +$2.62K ﹤0.01% 1017
2023
Q4 		$9.01K Buy
+272
New +$7.49K ﹤0.01% 1008

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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