Check Capital Management’s Citizens Financial Group CFG Stock Holding History

Check Capital 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	$228K	Hold	3,800	–	–	0.01%	49
2025 Q4	$222K	Hold	3,800	–	–	0.01%	48
2025 Q3	$202K	Buy	+3,800	New	+$189K	0.01%	50
2025 Q1	–	Sell	-4,700	Closed	-$206K	–	51
2024 Q4	$206K	Buy	+4,700	New	+$208K	0.01%	50
2022 Q2	–	Sell	-4,700	Closed	-$213K	–	44
2022 Q1	$213K	Hold	4,700	–	–	0.01%	43
2021 Q4	$222K	Hold	4,700	–	–	0.01%	42
2021 Q3	$221K	Hold	4,700	–	–	0.01%	43
2021 Q2	$216K	Hold	4,700	–	–	0.01%	46
2021 Q1	$208K	Buy	+4,700	New	+$196K	0.01%	47
2020 Q1	–	Sell	-7,300	Closed	-$296K	–	44
2019 Q4	$296K	Sell	7,300 -2,000	-22%	-$74.9K	0.01%	39
2019 Q3	$329K	Hold	9,300	–	–	0.02%	40
2019 Q2	$329K	Buy	9,300 +800	+9%	+$27.9K	0.02%	40
2019 Q1	$276K	Hold	8,500	–	–	0.01%	41
2018 Q4	$253K	Sell	8,500 -300	-3%	-$10.5K	0.01%	44
2018 Q3	$339K	Hold	8,800	–	–	0.02%	44
2018 Q2	$342K	Hold	8,800	–	–	0.02%	45
2018 Q1	$369K	Buy	8,800 +1,100	+14%	+$49.4K	0.02%	44
2017 Q4	$323K	Sell	7,700 -300	-4%	-$11.7K	0.02%	46
2017 Q3	$303K	Buy	+8,000	New	+$280K	0.02%	46

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Check Capital Management's CFG Position: Q1 2026 in Review

Check Capital Management held its Citizens Financial Group (CFG) position steady in Q1 2026 at 3,800 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #49.

Check Capital Management first reported a position in CFG in Q3 2017 and has held it in 19 quarters since. The position peaked at $369K in Q1 2018. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Check Capital Management held 3,800 shares of Citizens Financial Group worth $228K as of Q1 2026.
Check Capital Management left its Citizens Financial Group share count unchanged in Q1 2026.
Citizens Financial Group made up 0.01% of Check Capital Management's portfolio in Q1 2026, its #49 holding.
Check Capital Management first reported a position in Citizens Financial Group in Q3 2017 and has held it in 19 quarters since.
Check Capital Management's Citizens Financial Group position peaked at $369K in Q1 2018.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Check Capital Management's 13F filing for Q1 2026, filed 4 May 2026.