Summit Financial’s Citizens Financial Group CFG Stock Holding History

Summit Financial’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	$469K	Buy	7,822 +103	+1%	+$6.33K	0.01%	1021
2025 Q4	$451K	Buy	7,719 +187	+2%	+$10K	0.01%	920
2025 Q3	$400K	Buy	7,532 +835	+12%	+$41.6K	0.01%	956
2025 Q2	$300K	Sell	6,697 -1,441	-18%	-$56.7K	0.01%	681
2025 Q1	$333K	Sell	8,138 -295	-3%	-$13.2K	0.01%	590
2024 Q4	$369K	Buy	8,433 +86	+1%	+$3.8K	0.01%	496
2024 Q3	$343K	Sell	8,347 -925	-10%	-$37.4K	0.01%	436
2024 Q2	$334K	Buy	+9,272	New	+$323K	0.02%	398

Other funds holding CFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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