SFA
CFG icon

Semmax Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Semmax Financial 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
Q2 		$12.5K Buy
261
+2
+0.8% +$79 ﹤0.01% 249
2025
Q1 		$10.2K Buy
259
+3
+1% +$134 ﹤0.01% 234
2024
Q4 		$11.9K Buy
256
+2
+0.8% +$88 ﹤0.01% 214
2024
Q3 		$11.9K Buy
254
+3
+1% +$121 ﹤0.01% 210
2024
Q2 		$10.1K Buy
251
+3
+1% +$105 ﹤0.01% 235
2024
Q1 		$9.03K Buy
248
+3
+1% +$98 ﹤0.01% 211
2023
Q4 		$7.64K Buy
245
+4
+2% +$110 ﹤0.01% 228
2023
Q3 		$6.12K Buy
+241
New +$6.89K ﹤0.01% 220
2022
Q4 		$9K Buy
232
+3
+1% +$117 ﹤0.01% 175
2022
Q3 		$9K Buy
229
+2
+0.9% +$74 ﹤0.01% 163
2022
Q2 		$9K Buy
227
+2
+0.9% +$79 ﹤0.01% 170
2022
Q1 		$10K Buy
225
+2
+0.9% +$103 ﹤0.01% 187
2021
Q4 		$11K Buy
+223
New +$10.7K ﹤0.01% 172
2019
Q3 		– Sell
-71
Closed -$3K – 283
2019
Q2 		$3K Sell
71
-420
-86% -$14.6K ﹤0.01% 248
2019
Q1 		$16K Sell
491
-378
-43% -$13.1K 0.01% 282
2018
Q4 		$26K Buy
+869
New +$30.5K 0.02% 247

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Semmax Financial Advisors's CFG Position: Q2 2025 in Review

Semmax Financial Advisors increased its Citizens Financial Group (CFG) stake by 0.77% in Q2 2025, buying an estimated $79 and bringing the position to 261 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Semmax Financial Advisors first reported a position in CFG in Q4 2018 and has held it in 16 quarters since. The position peaked at $26K in Q4 2018. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Semmax Financial Advisors held 261 shares of Citizens Financial Group worth $12.5K as of Q2 2025.
  • Semmax Financial Advisors bought 2 Citizens Financial Group shares in Q2 2025, an estimated $79.
  • Citizens Financial Group made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #249 holding.
  • Semmax Financial Advisors first reported a position in Citizens Financial Group in Q4 2018 and has held it in 16 quarters since.
  • Semmax Financial Advisors's Citizens Financial Group position peaked at $26K in Q4 2018.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.