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United Services Automobile Association’s Citizens Financial Group CFG Stock Holding History

United Services Automobile Association’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
Q2 		– Sell
-12,225
Closed -$492K – 195
2025
Q1 		$492K Hold
12,225
– – 0.02% 552
2024
Q4 		$535K Hold
12,225
– – 0.02% 295
2024
Q3 		$502K Sell
12,225
-3,295
-21% -$133K 0.01% 289
2024
Q2 		$559K Sell
15,520
-1,165
-7% -$40.6K 0.01% 320
2024
Q1 		$605K Sell
16,685
-2,826
-14% -$92.7K 0.01% 309
2023
Q4 		$647K Buy
19,511
+5,284
+37% +$145K 0.01% 292
2023
Q3 		$381K Buy
14,227
+1,941
+16% +$55.5K 0.01% 334
2023
Q2 		$320K Buy
12,286
+1,226
+11% +$33.8K 0.01% 308
2023
Q1 		$336K Sell
11,060
-7,059
-39% -$276K 0.01% 294
2022
Q4 		$713K Hold
18,119
– – 0.02% 358
2022
Q3 		$623K Hold
18,119
– – 0.02% 370
2022
Q2 		$647K Buy
+18,119
New +$715K 0.02% 367
2019
Q3 		– Sell
-397,898
Closed -$14.1M – 658
2019
Q2 		$14.1M Buy
397,898
+1,408
+0.4% +$49.1K 0.04% 448
2019
Q1 		$12.9M Sell
396,490
-53,061
-12% -$1.84M 0.03% 456
2018
Q4 		$13.4M Buy
449,551
+7,417
+2% +$260K 0.04% 423
2018
Q3 		$17.1M Buy
442,134
+4,918
+1% +$198K 0.04% 403
2018
Q2 		$17M Sell
437,216
-102,251
-19% -$4.26M 0.05% 393
2018
Q1 		$22.6M Buy
539,467
+130,515
+32% +$5.86M 0.06% 323
2017
Q4 		$17.2M Sell
408,952
-67,796
-14% -$2.65M 0.05% 393
2017
Q3 		$18.1M Buy
476,748
+83,303
+21% +$2.91M 0.05% 361
2017
Q2 		$14M Sell
393,445
-7,530
-2% -$267K 0.04% 415
2017
Q1 		$13.9M Buy
400,975
+4,709
+1% +$172K 0.04% 414
2016
Q4 		$14.1M Sell
396,266
-1,143
-0.3% -$34.6K 0.05% 408
2016
Q3 		$9.82M Buy
397,409
+231,561
+140% +$5.32M 0.03% 510
2016
Q2 		$3.31M Buy
165,848
+3,277
+2% +$72.7K 0.01% 806
2016
Q1 		$3.41M Buy
+162,571
New +$3.45M 0.01% 789

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

United Services Automobile Association's CFG Position: Q2 2025 in Review

United Services Automobile Association sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 12,225 shares — an estimated $492K sold.

United Services Automobile Association first reported a position in CFG in Q1 2016 and held it in 26 quarters. The position peaked at $22.6M in Q1 2018. 806 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • United Services Automobile Association reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 12,225 Citizens Financial Group shares in Q2 2025, an estimated $492K.
  • United Services Automobile Association first reported a position in Citizens Financial Group in Q1 2016 and held it in 26 quarters.
  • United Services Automobile Association's Citizens Financial Group position peaked at $22.6M in Q1 2018.
  • 806 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.