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Wedmont Private Capital’s Citizens Financial Group CFG Stock Holding History

Wedmont Private Capital’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
Q2 		$1.15M Buy
16,384
+1,199
+8% +$77.3K 0.03% 315
2026
Q1 		$968K Buy
15,185
+1,722
+13% +$106K 0.03% 329
2025
Q4 		$821K Buy
13,463
+728
+6% +$39.1K 0.03% 338
2025
Q3 		$677K Buy
12,735
+568
+5% +$28.3K 0.03% 366
2025
Q2 		$576K Buy
12,167
+1,661
+16% +$65.4K 0.02% 391
2025
Q1 		$366K Sell
10,506
-1,931
-16% -$86.2K 0.02% 462
2024
Q4 		$539K Buy
12,437
+1,829
+17% +$80.9K 0.03% 356
2024
Q3 		$437K Buy
10,608
+1,125
+12% +$45.5K 0.02% 402
2024
Q2 		$362K Buy
9,483
+2,536
+37% +$88.4K 0.02% 434
2024
Q1 		$243K Buy
6,947
+823
+13% +$27K 0.02% 506
2023
Q4 		$206K Buy
+6,124
New +$169K 0.02% 528
2023
Q1 		– Sell
-4,976
Closed -$207K – 471
2022
Q4 		$207K Buy
+4,976
New +$194K 0.03% 423

Other funds holding CFG

AAMU
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return