WIM
CFG icon

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

Westside 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
2026
Q1 		$600 Hold
10
– – ﹤0.01% 1420
2025
Q4 		$584 Buy
+10
New +$537 ﹤0.01% 1422
2018
Q4 		– Sell
-448
Closed -$17.2K – 715
2018
Q3 		$17.2K Sell
448
-175
-28% -$7.06K 0.01% 388
2018
Q2 		$24.5K Hold
623
– – 0.01% 379
2018
Q1 		$25.6K Hold
623
– – 0.01% 351
2017
Q4 		$27.4K Hold
623
– – 0.01% 353
2017
Q3 		$23.2K Hold
623
– – 0.01% 359
2017
Q2 		$23.1K Hold
623
– – 0.02% 358
2017
Q1 		$21.4K Hold
623
– – 0.01% 347
2016
Q4 		$22.6K Buy
+623
New +$18.9K 0.02% 265

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