UAG
CFG icon

United Advisor Group’s Citizens Financial Group CFG Stock Holding History

United Advisor Group’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
-7,892
Closed -$420K – 487
2025
Q3 		$420K Buy
+7,892
New +$393K 0.06% 296

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 $107B AUM 24.58% 1-Year Est. Return

United Advisor Group's CFG Position: Q4 2025 in Review

United Advisor Group sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 7,892 shares — an estimated $420K sold.

United Advisor Group first reported a position in CFG in Q3 2025 and held it in 1 quarter. The position peaked at $420K in Q3 2025. 963 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • United Advisor Group reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
  • United Advisor Group sold 7,892 Citizens Financial Group shares in Q4 2025, an estimated $420K.
  • United Advisor Group first reported a position in Citizens Financial Group in Q3 2025 and held it in 1 quarter.
  • United Advisor Group's Citizens Financial Group position peaked at $420K in Q3 2025.
  • 963 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.