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Siemens Fonds Invest’s Citizens Financial Group CFG Stock Holding History

Siemens Fonds Invest’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 		$374K Buy
6,234
+302
+5% +$18.6K 0.02% 365
2025
Q4 		$350K Hold
5,932
– – 0.02% 381
2025
Q3 		$315K Sell
5,932
-92
-2% -$4.58K 0.02% 390
2025
Q2 		$270K Buy
6,024
+996
+20% +$39.2K 0.02% 412
2025
Q1 		$206K Sell
5,028
-254
-5% -$11.3K 0.01% 424
2024
Q4 		$230K Hold
5,282
– – 0.02% 418
2024
Q3 		$217K Buy
+5,282
New +$213K 0.02% 416
2022
Q2 		– Sell
-4,435
Closed -$201K – 400
2022
Q1 		$201K Hold
4,435
– – 0.02% 412
2021
Q4 		$210K Sell
4,435
-16
-0.4% -$771 0.01% 418
2021
Q3 		$209K Buy
+4,451
New +$195K 0.01% 410

Other funds holding CFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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