SFG
CFG icon

Steward Financial Group’s Citizens Financial Group CFG Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+149
New +$4.26K ﹤0.01% 802
2022
Q3 		– Sell
-108
Closed -$3K – 295
2022
Q2 		$3K Buy
+108
New +$4.26K ﹤0.01% 430

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Financial Group's CFG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Citizens Financial Group (CFG) in Q3 2023: 149 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CFG as recently as Q2 2022.

Steward Financial Group first reported a position in CFG in Q2 2022 and has held it in 2 quarters since. 646 funds tracked by Wall St. Rank hold CFG as of Q3 2023.

  • Steward Financial Group held 149 shares of Citizens Financial Group worth $3K as of Q3 2023.
  • Citizens Financial Group was a new Steward Financial Group position in Q3 2023.
  • Citizens Financial Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #802 holding.
  • Steward Financial Group first reported a position in Citizens Financial Group in Q2 2022 and has held it in 2 quarters since.
  • 646 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.