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Catalyst Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Catalyst Capital Advisors’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
2025
Q3 		– Sell
-453
Closed -$20.3K – 449
2025
Q2 		$20.3K Buy
+453
New +$17.8K ﹤0.01% 441
2024
Q4 		– Sell
-676
Closed -$27.8K – 535
2024
Q3 		$27.8K Buy
+676
New +$27.3K ﹤0.01% 399
2019
Q3 		– Sell
-23,400
Closed -$827K – 434
2019
Q2 		$827K Buy
+23,400
New +$816K 0.03% 147
2018
Q3 		– Sell
-547
Closed -$21K – 463
2018
Q2 		$21K Buy
547
+131
+31% +$5.46K ﹤0.01% 321
2018
Q1 		$17K Buy
416
+256
+160% +$11.5K ﹤0.01% 323
2017
Q4 		$7K Hold
160
– – ﹤0.01% 358
2017
Q3 		$6K Sell
160
-35,300
-100% -$1.23M ﹤0.01% 388
2017
Q2 		$1.27M Sell
35,460
-11,640
-25% -$413K 0.05% 163
2017
Q1 		$1.63M Sell
47,100
-5,845
-11% -$213K 0.08% 157
2016
Q4 		$1.89M Sell
52,945
-45,940
-46% -$1.39M 0.12% 130
2016
Q3 		$2.44M Buy
98,885
+27,385
+38% +$629K 0.27% 88
2016
Q2 		$1.43M Buy
71,500
+46,000
+180% +$1.02M 0.26% 112
2016
Q1 		$534K Buy
+25,500
New +$541K 0.09% 184
2015
Q1 		– Sell
-222,500
Closed -$5.53M – 456
2014
Q4 		$5.53M Buy
+222,500
New +$5.3M 0.65% 42

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Catalyst Capital Advisors's CFG Position: Q3 2025 in Review

Catalyst Capital Advisors sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 453 shares — an estimated $20.3K sold.

Catalyst Capital Advisors first reported a position in CFG in Q4 2014 and held it in 14 quarters. The position peaked at $5.53M in Q4 2014. 860 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Catalyst Capital Advisors reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 453 Citizens Financial Group shares in Q3 2025, an estimated $20.3K.
  • Catalyst Capital Advisors first reported a position in Citizens Financial Group in Q4 2014 and held it in 14 quarters.
  • Catalyst Capital Advisors's Citizens Financial Group position peaked at $5.53M in Q4 2014.
  • 860 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Catalyst Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.