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
Q2 		$298K Sell
4,250
-224
-5% -$14.4K 0.02% 498
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T 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

Catalyst Funds Management's CFG Position: Q2 2026 in Review

Catalyst Funds Management reduced its Citizens Financial Group (CFG) stake by 5% in Q2 2026, selling an estimated $14.4K and leaving 4,250 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #498.

Catalyst Funds Management first reported a position in CFG in Q1 2024 and has held it in 6 quarters since. The position peaked at $595K in Q1 2024. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Catalyst Funds Management held 4,250 shares of Citizens Financial Group worth $298K as of Q2 2026.
  • Catalyst Funds Management sold 224 Citizens Financial Group shares in Q2 2026, an estimated $14.4K.
  • Citizens Financial Group made up 0.02% of Catalyst Funds Management's portfolio in Q2 2026, its #498 holding.
  • Catalyst Funds Management first reported a position in Citizens Financial Group in Q1 2024 and has held it in 6 quarters since.
  • Catalyst Funds Management's Citizens Financial Group position peaked at $595K in Q1 2024.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.