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Boyar Asset Management’s Citizens Financial Group CFG Stock Holding History

Boyar 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 		– Sell
-4,650
Closed -$272K – 79
2025
Q4 		$272K Sell
4,650
-113
-2% -$6.07K 0.17% 68
2025
Q3 		$253K Sell
4,763
-398
-8% -$19.8K 0.16% 71
2025
Q2 		$231K Buy
+5,161
New +$203K 0.15% 72

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

Boyar Asset Management's CFG Position: Q1 2026 in Review

Boyar Asset Management sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 4,650 shares — an estimated $272K sold.

Boyar Asset Management first reported a position in CFG in Q2 2025 and held it in 3 quarters. The position peaked at $272K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Boyar Asset Management reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Boyar Asset Management sold 4,650 Citizens Financial Group shares in Q1 2026, an estimated $272K.
  • Boyar Asset Management first reported a position in Citizens Financial Group in Q2 2025 and held it in 3 quarters.
  • Boyar Asset Management's Citizens Financial Group position peaked at $272K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.