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44 Wealth Management’s Citizens Financial Group CFG Stock Holding History

44 Wealth 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 		$860K Buy
14,338
+7,278
+103% +$447K 0.3% 108
2025
Q4 		$412K Sell
7,060
-371
-5% -$19.9K 0.14% 154
2025
Q3 		$395K Buy
+7,431
New +$370K 0.13% 159
2023
Q2 		– Sell
-7,566
Closed -$230K – 169
2023
Q1 		$230K Buy
+7,566
New +$296K 0.08% 160

Other funds holding CFG

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

44 Wealth Management's CFG Position: Q1 2026 in Review

44 Wealth Management increased its Citizens Financial Group (CFG) stake by 103% in Q1 2026, buying an estimated $447K and bringing the position to 14,338 shares worth $860K. The position accounts for 0.3% of the portfolio, ranked #108.

44 Wealth Management first reported a position in CFG in Q1 2023 and has held it in 4 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • 44 Wealth Management held 14,338 shares of Citizens Financial Group worth $860K as of Q1 2026.
  • 44 Wealth Management bought 7,278 Citizens Financial Group shares in Q1 2026, an estimated $447K.
  • Citizens Financial Group made up 0.3% of 44 Wealth Management's portfolio in Q1 2026, its #108 holding.
  • 44 Wealth Management first reported a position in Citizens Financial Group in Q1 2023 and has held it in 4 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.