Baker Avenue Asset Management’s Citizens Financial Group CFG Stock Holding History

Baker Avenue Asset 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	$688K	Buy	11,477 +2,607	+29%	+$160K	0.02%	350
2025 Q4	$518K	Buy	8,870 +2,857	+48%	+$153K	0.01%	369
2025 Q3	$320K	Buy	+6,013	New	+$299K	0.01%	466
2023 Q4	–	Sell	-845	Closed	-$22.6K	–	557
2023 Q3	$22.6K	Buy	845 +84	+11%	+$2.4K	﹤0.01%	636
2023 Q2	$19.8K	Sell	761 -543	-42%	-$15K	﹤0.01%	655
2023 Q1	$39.6K	Buy	1,304 +41	+3%	+$1.61K	﹤0.01%	565
2022 Q4	$49.7K	Buy	+1,263	New	+$49.3K	﹤0.01%	496

Other funds holding CFG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Baker Avenue Asset Management's CFG Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Citizens Financial Group (CFG) stake by 29% in Q1 2026, buying an estimated $160K and bringing the position to 11,477 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #350.

Baker Avenue Asset Management first reported a position in CFG in Q4 2022 and has held it in 7 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Baker Avenue Asset Management held 11,477 shares of Citizens Financial Group worth $688K as of Q1 2026.
Baker Avenue Asset Management bought 2,607 Citizens Financial Group shares in Q1 2026, an estimated $160K.
Citizens Financial Group made up 0.02% of Baker Avenue Asset Management's portfolio in Q1 2026, its #350 holding.
Baker Avenue Asset Management first reported a position in Citizens Financial Group in Q4 2022 and has held it in 7 quarters since.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.