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Brookwood Investment Group’s Citizens Financial Group CFG Stock Holding History

Brookwood Investment Group’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
-22,284
Closed -$1.3M – 534
2025
Q4 		$1.3M Sell
22,284
-15,490
-41% -$832K 0.16% 131
2025
Q3 		$2.01M Buy
+37,774
New +$1.88M 0.26% 70

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

Brookwood Investment Group's CFG Position: Q1 2026 in Review

Brookwood Investment Group sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 22,284 shares — an estimated $1.3M sold.

Brookwood Investment Group first reported a position in CFG in Q3 2025 and held it in 2 quarters. The position peaked at $2.01M in Q3 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Brookwood Investment Group reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 22,284 Citizens Financial Group shares in Q1 2026, an estimated $1.3M.
  • Brookwood Investment Group first reported a position in Citizens Financial Group in Q3 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Citizens Financial Group position peaked at $2.01M in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.