VWM
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Valley Wealth Managers’s Citizens Financial Group CFG Stock Holding History

Valley Wealth Managers’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
2026
Q1 		$28.3M Sell
472,584
-18,999
-4% -$1.17M 1.83% 10
2025
Q4 		$28.7M Sell
491,583
-5,940
-1% -$319K 1.84% 13
2025
Q3 		$26.4M Sell
497,523
-10,848
-2% -$540K 1.75% 14
2025
Q2 		$22.7M Buy
+508,371
New +$20M 1.64% 19
2025
Q1 		– Sell
-120
Closed -$5.25K – 384
2024
Q4 		$5.25K Hold
120
– – ﹤0.01% 314
2024
Q3 		$4.93K Hold
120
– – ﹤0.01% 319
2024
Q2 		$4.32K Buy
+120
New +$4.18K ﹤0.01% 311
2023
Q2 		– Sell
-332
Closed -$10.1K – 344
2023
Q1 		$10.1K Buy
+332
New +$13K ﹤0.01% 283

Other funds holding CFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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