VV
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Verity & Verity’s Citizens Financial Group CFG Stock Holding History

Verity & Verity’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
Q3 		– Sell
-5,590
Closed -$250K – 135
2025
Q2 		$250K Sell
5,590
-216
-4% -$8.5K 0.02% 126
2025
Q1 		$238K Sell
5,806
-864
-13% -$38.5K 0.02% 120
2024
Q4 		$292K Buy
+6,670
New +$295K 0.03% 119

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Verity & Verity's CFG Position: Q3 2025 in Review

Verity & Verity sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 5,590 shares — an estimated $250K sold.

Verity & Verity first reported a position in CFG in Q4 2024 and held it in 3 quarters. The position peaked at $292K in Q4 2024. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Verity & Verity reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Verity & Verity sold 5,590 Citizens Financial Group shares in Q3 2025, an estimated $250K.
  • Verity & Verity first reported a position in Citizens Financial Group in Q4 2024 and held it in 3 quarters.
  • Verity & Verity's Citizens Financial Group position peaked at $292K in Q4 2024.
  • 858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Verity & Verity's 13F filing for Q3 2025, filed 21 Oct 2025.