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Trust Company of Vermont’s Citizens Financial Group CFG Stock Holding History

Trust Company of Vermont’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 		$41.1K Buy
704
+33
+5% +$1.77K ﹤0.01% 605
2025
Q3 		$35.7K Buy
671
+30
+5% +$1.49K ﹤0.01% 619
2025
Q2 		$28.7K Buy
641
+410
+177% +$16.1K ﹤0.01% 642
2025
Q1 		$9.46K Hold
231
– – ﹤0.01% 774
2024
Q4 		$10.1K Hold
231
– – ﹤0.01% 770
2024
Q3 		$9.49K Buy
+231
New +$9.34K ﹤0.01% 757
2023
Q2 		– Sell
-2,694
Closed -$81.8K – 838
2023
Q1 		$81.8K Buy
+2,694
New +$106K 0.01% 419
2022
Q4 		– Sell
-100
Closed -$3K – 889
2022
Q3 		$3K Buy
+100
New +$3.7K ﹤0.01% 881
2020
Q1 		– Sell
-133
Closed -$5K – 878
2019
Q4 		$5K Sell
133
-140
-51% -$5.24K ﹤0.01% 775
2019
Q3 		$10K Hold
273
– – ﹤0.01% 743
2019
Q2 		$10K Hold
273
– – ﹤0.01% 745
2019
Q1 		$9K Sell
273
-133
-33% -$4.61K ﹤0.01% 723
2018
Q4 		$12K Sell
406
-235
-37% -$8.24K ﹤0.01% 707
2018
Q3 		$25K Hold
641
– – ﹤0.01% 632
2018
Q2 		$25K Buy
641
+501
+358% +$20.9K ﹤0.01% 648
2018
Q1 		$6K Hold
140
– – ﹤0.01% 806
2017
Q4 		$6K Hold
140
– – ﹤0.01% 818
2017
Q3 		$5K Sell
140
-68
-33% -$2.38K ﹤0.01% 803
2017
Q2 		$7K Hold
208
– – ﹤0.01% 774
2017
Q1 		$7K Buy
208
+147
+241% +$5.36K ﹤0.01% 749
2016
Q4 		$2K Buy
+61
New +$1.85K ﹤0.01% 830
2016
Q3 		– Sell
-28
Closed -$1K – 832
2016
Q2 		$1K Hold
28
– – ﹤0.01% 826
2016
Q1 		$1K Hold
28
– – ﹤0.01% 719
2015
Q4 		$1K Buy
+28
New +$705 ﹤0.01% 764

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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 $123B AUM 38.85% 1-Year Est. Return

Trust Company of Vermont's CFG Position: Q4 2025 in Review

Trust Company of Vermont increased its Citizens Financial Group (CFG) stake by 4.9% in Q4 2025, buying an estimated $1.77K and bringing the position to 704 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Trust Company of Vermont first reported a position in CFG in Q4 2015 and has held it in 24 quarters since. The position peaked at $81.8K in Q1 2023. 963 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • Trust Company of Vermont held 704 shares of Citizens Financial Group worth $41.1K as of Q4 2025.
  • Trust Company of Vermont bought 33 Citizens Financial Group shares in Q4 2025, an estimated $1.77K.
  • Citizens Financial Group made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #605 holding.
  • Trust Company of Vermont first reported a position in Citizens Financial Group in Q4 2015 and has held it in 24 quarters since.
  • Trust Company of Vermont's Citizens Financial Group position peaked at $81.8K in Q1 2023.
  • 963 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.