Capital World Investors
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Capital World Investors’s Citizens Financial Group CFG Stock Holding History

Capital World Investors’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 		$1.63B Sell
23,269,185
-4,634,869
-17% -$299M 0.19% 107
2026
Q1 		$1.67B Sell
27,904,054
-8,982,654
-24% -$552M 0.23% 102
2025
Q4 		$2.15B Sell
36,886,708
-403,003
-1% -$21.7M 0.29% 86
2025
Q3 		$1.98B Buy
37,289,711
+614,181
+2% +$30.6M 0.27% 89
2025
Q2 		$1.64B Buy
36,675,530
+65,269
+0.2% +$2.57M 0.24% 96
2025
Q1 		$1.5B Buy
36,610,261
+710,146
+2% +$31.7M 0.24% 96
2024
Q4 		$1.57B Buy
35,900,115
+1,131,838
+3% +$50M 0.24% 100
2024
Q3 		$1.43B Buy
34,768,277
+34,755,512
+272,272% +$1.4B 0.22% 111
2024
Q2 		$460K Buy
+12,765
New +$445K ﹤0.01% 515
2023
Q2 		– Sell
-6,218,885
Closed -$189M – 505
2023
Q1 		$189M Sell
6,218,885
-2,455,612
-28% -$96.2M 0.04% 280
2022
Q4 		$342M Sell
8,674,497
-2,217,250
-20% -$86.6M 0.07% 230
2022
Q3 		$374M Sell
10,891,747
-6,213,639
-36% -$230M 0.08% 197
2022
Q2 		$610M Sell
17,105,386
-1,897,096
-10% -$74.9M 0.13% 162
2022
Q1 		$861M Buy
19,002,482
+8,203,831
+76% +$422M 0.15% 161
2021
Q4 		$510M Buy
+10,798,651
New +$520M 0.08% 212

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Capital World Investors's CFG Position: Q2 2026 in Review

Capital World Investors reduced its Citizens Financial Group (CFG) stake by 17% in Q2 2026, selling an estimated $299M and leaving 23,269,185 shares worth $1.63B. The position accounts for 0.19% of the portfolio, ranked #107.

Capital World Investors first reported a position in CFG in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.15B in Q4 2025. 1,097 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Capital World Investors held 23,269,185 shares of Citizens Financial Group worth $1.63B as of Q2 2026.
  • Capital World Investors sold 4,634,869 Citizens Financial Group shares in Q2 2026, an estimated $299M.
  • Citizens Financial Group made up 0.19% of Capital World Investors's portfolio in Q2 2026, its #107 holding.
  • Capital World Investors first reported a position in Citizens Financial Group in Q4 2021 and has held it in 15 quarters since.
  • Capital World Investors's Citizens Financial Group position peaked at $2.15B in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.