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Strategic Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Strategic Investment 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
2026
Q1 		$2.22M Buy
37,111
+4,106
+12% +$252K 0.15% 71
2025
Q4 		$1.93M Sell
33,005
-1,593
-5% -$85.6K 0.17% 67
2025
Q3 		$1.84M Sell
34,598
-1,364
-4% -$67.9K 0.17% 70
2025
Q2 		$1.6M Sell
35,962
-2,884
-7% -$114K 0.16% 71
2025
Q1 		$1.59M Buy
+38,846
New +$1.73M 0.17% 74
2020
Q1 		– Sell
-6,203
Closed -$252K – 150
2019
Q4 		$252K Buy
+6,203
New +$232K 0.1% 147

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