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
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 $5.72T AUM 30.48% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital World Investors's CFG Position: Q1 2026 in Review

Capital World Investors reduced its Citizens Financial Group (CFG) stake by 24% in Q1 2026, selling an estimated $552M and leaving 27,904,054 shares worth $1.67B. The position accounts for 0.23% of the portfolio, ranked #102.

Capital World Investors first reported a position in CFG in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.15B in Q4 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Capital World Investors held 27,904,054 shares of Citizens Financial Group worth $1.67B as of Q1 2026.
  • Capital World Investors sold 8,982,654 Citizens Financial Group shares in Q1 2026, an estimated $552M.
  • Citizens Financial Group made up 0.23% of Capital World Investors's portfolio in Q1 2026, its #102 holding.
  • Capital World Investors first reported a position in Citizens Financial Group in Q4 2021 and has held it in 14 quarters since.
  • Capital World Investors's Citizens Financial Group position peaked at $2.15B in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.