Calamos Advisors
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Calamos Advisors’s Citizens Financial Group CFG Stock Holding History

Calamos Advisors’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
Q2 		$13.8M Buy
+197,090
New +$12.7M 0.05% 348
2019
Q2 		– Sell
-18,500
Closed -$601K – 743
2019
Q1 		$601K Hold
18,500
– – ﹤0.01% 585
2018
Q4 		$550K Buy
+18,500
New +$649K ﹤0.01% 576

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Calamos Advisors's CFG Position: Q2 2026 in Review

Calamos Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 197,090 shares worth $13.8M. The stake represents 0.05% of the portfolio and ranks #348 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in CFG as recently as Q1 2019.

Calamos Advisors first reported a position in CFG in Q4 2018 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Calamos Advisors held 197,090 shares of Citizens Financial Group worth $13.8M as of Q2 2026.
  • Citizens Financial Group was a new Calamos Advisors position in Q2 2026.
  • Citizens Financial Group made up 0.05% of Calamos Advisors's portfolio in Q2 2026, its #348 holding.
  • Calamos Advisors first reported a position in Citizens Financial Group in Q4 2018 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.