Voloridge Investment Management
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Voloridge Investment Management’s Citizens Financial Group CFG Stock Holding History

Voloridge Investment Management’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
-131,071
Closed -$5.87M – 1205
2025
Q2 		$5.87M Sell
131,071
-512,067
-80% -$20.2M 0.02% 720
2025
Q1 		$26.3M Sell
643,138
-602,828
-48% -$26.9M 0.1% 279
2024
Q4 		$54.5M Sell
1,245,966
-441,837
-26% -$19.5M 0.19% 152
2024
Q3 		$69.3M Sell
1,687,803
-197,007
-10% -$7.96M 0.25% 99
2024
Q2 		$67.9M Buy
1,884,810
+939,554
+99% +$32.8M 0.25% 103
2024
Q1 		$34.3M Buy
945,256
+29,838
+3% +$979K 0.13% 224
2023
Q4 		$30.3M Sell
915,418
-36,362
-4% -$1M 0.12% 223
2023
Q3 		$25.5M Buy
+951,780
New +$27.2M 0.13% 226
2023
Q1 		– Sell
-14,546
Closed -$573K – 1386
2022
Q4 		$573K Buy
+14,546
New +$568K ﹤0.01% 1250
2022
Q3 		– Sell
-338,692
Closed -$12.1M – 1404
2022
Q2 		$12.1M Sell
338,692
-212,378
-39% -$8.39M 0.06% 384
2022
Q1 		$25M Sell
551,070
-309,358
-36% -$15.9M 0.14% 206
2021
Q4 		$40.7M Sell
860,428
-500,389
-37% -$24.1M 0.22% 111
2021
Q3 		$63.9M Buy
1,360,817
+505,136
+59% +$22.2M 0.41% 35
2021
Q2 		$39.3M Buy
855,681
+169,597
+25% +$8M 0.27% 72
2021
Q1 		$30.3M Buy
686,084
+553,528
+418% +$23M 0.22% 120
2020
Q4 		$4.74M Buy
+132,556
New +$4.16M 0.04% 472
2020
Q3 		– Sell
-205,183
Closed -$5.18M – 1271
2020
Q2 		$5.18M Buy
205,183
+101,445
+98% +$2.3M 0.06% 346
2020
Q1 		$1.95M Buy
+103,738
New +$3.38M 0.06% 348
2019
Q4 		– Sell
-238,971
Closed -$8.45M – 1107
2019
Q3 		$8.45M Buy
+238,971
New +$8.34M 0.15% 159
2017
Q2 		– Sell
-168,371
Closed -$5.82M – 431
2017
Q1 		$5.82M Buy
168,371
+73,590
+78% +$2.69M 0.14% 181
2016
Q4 		$3.38M Buy
+94,781
New +$2.87M 0.07% 321
2016
Q2 		– Sell
-43,561
Closed -$913K – 310
2016
Q1 		$913K Buy
+43,561
New +$924K 0.02% 250

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Voloridge Investment Management's CFG Position: Q3 2025 in Review

Voloridge Investment Management sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 131,071 shares — an estimated $5.87M sold.

Voloridge Investment Management first reported a position in CFG in Q1 2016 and held it in 22 quarters. The position peaked at $69.3M in Q3 2024. 860 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Voloridge Investment Management reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 131,071 Citizens Financial Group shares in Q3 2025, an estimated $5.87M.
  • Voloridge Investment Management first reported a position in Citizens Financial Group in Q1 2016 and held it in 22 quarters.
  • Voloridge Investment Management's Citizens Financial Group position peaked at $69.3M in Q3 2024.
  • 860 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Voloridge Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.