A detailed history of Congress Wealth Management LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 19,360 shares of CFG stock, worth $1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,360
Previous 16,238 19.23%
Holding current value
$1 Million
Previous $665,000 30.23%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$34.27 - $44.75 $106,990 - $139,709
3,122 Added 19.23%
19,360 $866,000
Q1 2025

May 14, 2025

BUY
$39.73 - $48.36 $645,135 - $785,269
16,238 New
16,238 $665,000

Others Institutions Holding CFG

About CITIZENS FINANCIAL GROUP INC


  • Ticker CFG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 495,844,000
  • Market Cap $25.6B
  • Description
  • Citizens Financial Group, Inc. operates as the bank holding company for Citizens Bank, National Association that provides retail and commercial banking products and services to individuals, small businesses, middle-market companies, corporations, and institutions in the United States. The company operates in two segments, Consumer Banking and Co...
More about CFG
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