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Spurstone Advisory Services’s Citizens Financial Group CFG Stock Holding History

Spurstone Advisory Services’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
Q3 		– Sell
-300
Closed -$13.4K – 122
2025
Q2 		$13.4K Hold
300
– – 0.2% 60
2025
Q1 		$12.3K Hold
300
– – 0.24% 37
2024
Q4 		$13.1K Buy
+300
New +$13.3K 0.25% 34

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Spurstone Advisory Services's CFG Position: Q3 2025 in Review

Spurstone Advisory Services sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 300 shares — an estimated $13.4K sold.

Spurstone Advisory Services first reported a position in CFG in Q4 2024 and held it in 3 quarters. The position peaked at $13.4K in Q2 2025. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Spurstone Advisory Services reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 300 Citizens Financial Group shares in Q3 2025, an estimated $13.4K.
  • Spurstone Advisory Services first reported a position in Citizens Financial Group in Q4 2024 and held it in 3 quarters.
  • Spurstone Advisory Services's Citizens Financial Group position peaked at $13.4K in Q2 2025.
  • 858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Spurstone Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.