Trifecta Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Trifecta Capital 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 Q4	–	Sell	-50	Closed	-$2.66K	–	292
2025 Q3	$2.66K	Hold	50	–	–	﹤0.01%	314
2025 Q2	$2.24K	Hold	50	–	–	﹤0.01%	330
2025 Q1	$2.05K	Hold	50	–	–	﹤0.01%	310
2024 Q4	$2.19K	Hold	50	–	–	﹤0.01%	292
2024 Q3	$2.05K	Hold	50	–	–	﹤0.01%	311
2024 Q2	$1.8K	Hold	50	–	–	﹤0.01%	326
2024 Q1	$1.81K	Hold	50	–	–	﹤0.01%	319
2023 Q4	$1.66K	Hold	50	–	–	﹤0.01%	352
2023 Q3	$1.34K	Hold	50	–	–	﹤0.01%	349
2023 Q2	$1.3K	Sell	50 -1	-2%	-$28	﹤0.01%	354
2023 Q1	$1.55K	Hold	51	–	–	﹤0.01%	327
2022 Q4	$2.01K	Buy	+51	New	+$1.99K	﹤0.01%	300

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Trifecta Capital Advisors's CFG Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 50 shares — an estimated $2.66K sold.

Trifecta Capital Advisors first reported a position in CFG in Q4 2022 and held it in 12 quarters. The position peaked at $2.66K in Q3 2025. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

Trifecta Capital Advisors reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 50 Citizens Financial Group shares in Q4 2025, an estimated $2.66K.
Trifecta Capital Advisors first reported a position in Citizens Financial Group in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Citizens Financial Group position peaked at $2.66K in Q3 2025.
967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.