CFM
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Catalyst Funds Management’s Citizens Financial Group CFG Stock Holding History

Catalyst Funds Management’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 		$268K Buy
+4,474
New +$275K 0.05% 391
2025
Q4 		– Sell
-6,900
Closed -$367K – 370
2025
Q3 		$367K Buy
+6,900
New +$343K 0.06% 291
2025
Q2 		– Sell
-14,400
Closed -$590K – 478
2025
Q1 		$590K Buy
+14,400
New +$642K 0.15% 168
2024
Q3 		– Sell
-6,900
Closed -$249K – 1336
2024
Q2 		$249K Sell
6,900
-9,500
-58% -$331K 0.07% 183
2024
Q1 		$595K Buy
+16,400
New +$538K 0.17% 113

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

Catalyst Funds Management's CFG Position: Q1 2026 in Review

Catalyst Funds Management opened a new position in Citizens Financial Group (CFG) in Q1 2026: 4,474 shares worth $268K. The stake represents 0.05% of the portfolio and ranks #391 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in CFG as recently as Q3 2025.

Catalyst Funds Management first reported a position in CFG in Q1 2024 and has held it in 5 quarters since. The position peaked at $595K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Catalyst Funds Management held 4,474 shares of Citizens Financial Group worth $268K as of Q1 2026.
  • Citizens Financial Group was a new Catalyst Funds Management position in Q1 2026.
  • Citizens Financial Group made up 0.05% of Catalyst Funds Management's portfolio in Q1 2026, its #391 holding.
  • Catalyst Funds Management first reported a position in Citizens Financial Group in Q1 2024 and has held it in 5 quarters since.
  • Catalyst Funds Management's Citizens Financial Group position peaked at $595K in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.