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Simon Quick Advisors’s Citizens Financial Group CFG Stock Holding History

Simon Quick 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 		– Sell
-8,953
Closed -$367K – 406
2025
Q1 		$367K Buy
8,953
+3,835
+75% +$171K 0.02% 375
2024
Q4 		$224K Buy
+5,118
New +$226K 0.01% 419
2020
Q1 		– Sell
-272
Closed -$11K – 510
2019
Q4 		$11K Buy
+272
New +$10.2K ﹤0.01% 387
2018
Q1 		– Sell
-1,109
Closed -$51K – 331
2017
Q4 		$51K Buy
+1,109
New +$43.4K 0.02% 224

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

Simon Quick Advisors's CFG Position: Q2 2025 in Review

Simon Quick Advisors sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 8,953 shares — an estimated $367K sold.

Simon Quick Advisors first reported a position in CFG in Q4 2017 and held it in 4 quarters. The position peaked at $367K in Q1 2025. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Simon Quick Advisors reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 8,953 Citizens Financial Group shares in Q2 2025, an estimated $367K.
  • Simon Quick Advisors first reported a position in Citizens Financial Group in Q4 2017 and held it in 4 quarters.
  • Simon Quick Advisors's Citizens Financial Group position peaked at $367K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.