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 		$888K Sell
14,800
-42,400
-74% -$2.61M ﹤0.01% 1723
2025
Q4 		$3.34M Sell
57,200
-13,900
-20% -$747K 0.01% 1422
2025
Q3 		$3.78M Buy
71,100
+37,600
+112% +$1.87M 0.01% 1410
2025
Q2 		$1.5M Buy
33,500
+11,200
+50% +$441K ﹤0.01% 1825
2025
Q1 		$914K Sell
22,300
-35,200
-61% -$1.57M ﹤0.01% 1695
2024
Q4 		$2.52M Sell
57,500
-13,600
-19% -$601K 0.01% 1394
2024
Q3 		$2.92M Sell
71,100
-10,200
-13% -$412K 0.01% 1260
2024
Q2 		$2.93M Sell
81,300
-164,800
-67% -$5.75M 0.01% 1223
2024
Q1 		$8.93M Sell
246,100
-165,800
-40% -$5.44M 0.03% 788
2023
Q4 		$13.7M Sell
411,900
-42,400
-9% -$1.17M 0.04% 620
2023
Q3 		$12.2M Buy
454,300
+156,400
+53% +$4.47M 0.04% 532
2023
Q2 		$7.77M Buy
297,900
+247,100
+486% +$6.81M 0.03% 664
2023
Q1 		$1.54M Buy
50,800
+31,500
+163% +$1.23M 0.01% 1145
2022
Q4 		$760K Buy
19,300
+8,600
+80% +$336K 0.01% 1191
2022
Q3 		$368K Sell
10,700
-35,600
-77% -$1.32M ﹤0.01% 1327
2022
Q2 		$1.65M Buy
+46,300
New +$1.83M 0.02% 899
2021
Q1 		– Sell
-11,200
Closed -$401K – 1305
2020
Q4 		$401K Buy
+11,200
New +$351K ﹤0.01% 1160
2018
Q2 		– Sell
-13,900
Closed -$584K – 2007
2018
Q1 		$584K Buy
+13,900
New +$624K ﹤0.01% 1405
2017
Q3 		– Sell
-16,800
Closed -$599K – 1537
2017
Q2 		$599K Buy
16,800
+1,600
+11% +$56.7K ﹤0.01% 1072
2017
Q1 		$525K Buy
+15,200
New +$555K ﹤0.01% 1128

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.