Callodine Capital Management’s Citizens Financial Group CFG Stock Holding History

Callodine Capital 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 Q2	$3.5M	Buy	+50,000	New	+$3.22M	0.23%	45

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Callodine Capital Management's CFG Position: Q2 2026 in Review

Callodine Capital Management opened a new position in Citizens Financial Group (CFG) in Q2 2026: 50,000 shares worth $3.5M. The stake represents 0.23% of the portfolio and ranks #45 among its holdings.

1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Callodine Capital Management held 50,000 shares of Citizens Financial Group worth $3.5M as of Q2 2026.
Citizens Financial Group was a new Callodine Capital Management position in Q2 2026.
Citizens Financial Group made up 0.23% of Callodine Capital Management's portfolio in Q2 2026, its #45 holding.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Callodine Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.