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Sandy Spring Bank’s Citizens Financial Group CFG Stock Holding History

Sandy Spring Bank’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
Q1 		$1.89K Buy
+46
New +$2.05K ﹤0.01% 1047
2024
Q3 		– Sell
-27
Closed -$973 – 1212
2024
Q2 		$973 Hold
27
– – ﹤0.01% 1157
2024
Q1 		$980 Hold
27
– – ﹤0.01% 1116
2023
Q4 		$895 Sell
27
-51
-65% -$1.4K ﹤0.01% 1085
2023
Q3 		$2.09K Buy
+78
New +$2.23K ﹤0.01% 1022
2021
Q3 		– Sell
-91
Closed -$4K – 1142
2021
Q2 		$4K Buy
+91
New +$4.29K ﹤0.01% 998
2021
Q1 		– Sell
-57
Closed -$2K – 1001
2020
Q4 		$2K Buy
57
+11
+24% +$345 ﹤0.01% 878
2020
Q3 		$1K Buy
+46
New +$1.17K ﹤0.01% 834
2017
Q4 		– Sell
-174
Closed -$7K – 845
2017
Q3 		$7K Hold
174
– – ﹤0.01% 708
2017
Q2 		$6K Buy
174
+74
+74% +$2.62K ﹤0.01% 738
2017
Q1 		$3K Hold
100
– – ﹤0.01% 784
2016
Q4 		$4K Buy
+100
New +$3.03K ﹤0.01% 752
2016
Q3 		– Sell
-299
Closed -$6K – 844
2016
Q2 		$6K Hold
299
– – ﹤0.01% 744
2016
Q1 		$6K Hold
299
– – ﹤0.01% 768
2015
Q4 		$8K Hold
299
– – ﹤0.01% 683
2015
Q3 		$7K Hold
299
– – ﹤0.01% 703
2015
Q2 		$8K Buy
+299
New +$7.92K ﹤0.01% 727

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sandy Spring Bank's CFG Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in Citizens Financial Group (CFG) in Q1 2025: 46 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in CFG as recently as Q2 2024.

Sandy Spring Bank first reported a position in CFG in Q2 2015 and has held it in 17 quarters since. The position peaked at $8K in Q4 2015. 830 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Sandy Spring Bank held 46 shares of Citizens Financial Group worth $1.89K as of Q1 2025.
  • Citizens Financial Group was a new Sandy Spring Bank position in Q1 2025.
  • Citizens Financial Group made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1047 holding.
  • Sandy Spring Bank first reported a position in Citizens Financial Group in Q2 2015 and has held it in 17 quarters since.
  • Sandy Spring Bank's Citizens Financial Group position peaked at $8K in Q4 2015.
  • 830 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.