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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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