Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Citizens Financial Group CFG Stock Holding History

Capital Fund Management (CFM)’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 		$2.06M Sell
34,400
-27,000
-44% -$1.66M 0.01% 1336
2025
Q4 		$3.59M Sell
61,400
-35,700
-37% -$1.92M 0.01% 1371
2025
Q3 		$5.16M Buy
97,100
+31,200
+47% +$1.55M 0.01% 1231
2025
Q2 		$2.95M Buy
65,900
+20,000
+44% +$787K 0.01% 1472
2025
Q1 		$1.88M Sell
45,900
-13,400
-23% -$598K 0.01% 1443
2024
Q4 		$2.59M Sell
59,300
-46,500
-44% -$2.06M 0.01% 1382
2024
Q3 		$4.35M Buy
105,800
+6,700
+7% +$271K 0.01% 1092
2024
Q2 		$3.57M Sell
99,100
-140,500
-59% -$4.9M 0.01% 1118
2024
Q1 		$8.7M Sell
239,600
-86,200
-26% -$2.83M 0.03% 809
2023
Q4 		$10.8M Sell
325,800
-45,200
-12% -$1.24M 0.03% 734
2023
Q3 		$9.94M Buy
371,000
+28,800
+8% +$823K 0.03% 621
2023
Q2 		$8.92M Buy
342,200
+303,900
+793% +$8.37M 0.04% 606
2023
Q1 		$1.16M Sell
38,300
-600
-2% -$23.5K 0.01% 1230
2022
Q4 		$1.53M Buy
38,900
+25,900
+199% +$1.01M 0.01% 1021
2022
Q3 		$447K Sell
13,000
-24,600
-65% -$910K ﹤0.01% 1292
2022
Q2 		$1.34M Buy
+37,600
New +$1.48M 0.01% 964
2018
Q2 		– Sell
-19,900
Closed -$835K – 2006
2018
Q1 		$835K Buy
+19,900
New +$893K 0.01% 1299
2017
Q3 		– Sell
-9,400
Closed -$335K – 1536
2017
Q2 		$335K Sell
9,400
-2,500
-21% -$88.6K ﹤0.01% 1237
2017
Q1 		$411K Buy
+11,900
New +$434K ﹤0.01% 1200

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

Capital Fund Management (CFM)'s CFG Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 121,974 shares — an estimated $7.5M sold.

Capital Fund Management (CFM) first reported a position in CFG in Q4 2015 and held it in 33 quarters. The position peaked at $60.9M in Q2 2017. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 121,974 Citizens Financial Group shares in Q1 2026, an estimated $7.5M.
  • Capital Fund Management (CFM) first reported a position in Citizens Financial Group in Q4 2015 and held it in 33 quarters.
  • Capital Fund Management (CFM)'s Citizens Financial Group position peaked at $60.9M in Q2 2017.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.