West Oak Capital’s Citizens Financial Group CFG Stock Holding History

West Oak 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
2025 Q3	–	Sell	-400	Closed	-$179	–	279
2025 Q2	$179	Hold	400	–	–	0.01%	218
2025 Q1	$164	Hold	400	–	–	0.01%	222
2024 Q4	$175K	Hold	400	–	–	0.01%	223
2024 Q3	$164	Hold	400	–	–	﹤0.01%	226
2024 Q2	$14.4K	Hold	400	–	–	0.01%	235
2024 Q1	$15K	Hold	400	–	–	0.01%	228
2023 Q4	$13K	Hold	400	–	–	0.01%	234
2023 Q3	$11K	Hold	400	–	–	0.01%	237
2023 Q2	$10.4K	Hold	400	–	–	0.01%	245
2023 Q1	$12.1K	Buy	+400	New	+$15.7K	0.01%	238
2022 Q4	–	Sell	-400	Closed	-$14K	–	290
2022 Q3	$14K	Sell	400 -200	-33%	-$7.4K	0.01%	215
2022 Q2	$21K	Hold	600	–	–	0.01%	201
2022 Q1	$27K	Hold	600	–	–	0.01%	203
2021 Q4	$28K	Hold	600	–	–	0.01%	214
2021 Q3	$28K	Hold	600	–	–	0.01%	221
2021 Q2	$28K	Hold	600	–	–	0.01%	218
2021 Q1	$26K	Buy	600 +200	+50%	+$8.32K	0.01%	215
2020 Q4	$14K	Buy	+400	New	+$12.6K	0.01%	239
2020 Q1	–	Sell	-350	Closed	-$14K	–	288
2019 Q4	$14K	Buy	+350	New	+$13.1K	0.01%	222

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

West Oak Capital's CFG Position: Q3 2025 in Review

West Oak Capital sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 400 shares — an estimated $179 sold.

West Oak Capital first reported a position in CFG in Q4 2019 and held it in 19 quarters. The position peaked at $175K in Q4 2024. 859 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

West Oak Capital reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 400 Citizens Financial Group shares in Q3 2025, an estimated $179.
West Oak Capital first reported a position in Citizens Financial Group in Q4 2019 and held it in 19 quarters.
West Oak Capital's Citizens Financial Group position peaked at $175K in Q4 2024.
859 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.