CI Investments Inc
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CI Investments Inc’s Citizens Financial Group CFG Stock Holding History

CI Investments Inc’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 		$5.67M Buy
+80,934
New +$5.22M 0.02% 335
2025
Q4 		– Sell
-24,930
Closed -$1.32M – 752
2025
Q3 		$1.32M Sell
24,930
-261
-1% -$13K ﹤0.01% 399
2025
Q2 		$1.13M Buy
25,191
+233
+0.9% +$9.17K ﹤0.01% 420
2025
Q1 		$1.02M Buy
24,958
+3,205
+15% +$143K ﹤0.01% 423
2024
Q4 		$952K Buy
21,753
+19,215
+757% +$850K ﹤0.01% 425
2024
Q3 		$104K Buy
2,538
+63
+3% +$2.55K ﹤0.01% 848
2024
Q2 		$89K Buy
2,475
+114
+5% +$3.98K ﹤0.01% 849
2024
Q1 		$86K Buy
2,361
+1,014
+75% +$33.3K ﹤0.01% 928
2023
Q4 		$45K Sell
1,347
-176
-12% -$4.84K ﹤0.01% 1005
2023
Q3 		$41K Buy
1,523
+73
+5% +$2.09K ﹤0.01% 1010
2023
Q2 		$38K Buy
1,450
+134
+10% +$3.69K ﹤0.01% 1007
2023
Q1 		$40K Sell
1,316
-71
-5% -$2.78K ﹤0.01% 963
2022
Q4 		$55K Buy
1,387
+726
+110% +$28.3K ﹤0.01% 904
2022
Q3 		$23K Buy
661
+601
+1,002% +$22.2K ﹤0.01% 1004
2022
Q2 		$2K Buy
60
+8
+15% +$316 ﹤0.01% 1140
2022
Q1 		$2K Sell
52
-900,906
-100% -$46.3M ﹤0.01% 1209
2021
Q4 		$42.6M Buy
900,958
+900,906
+1,732,512% +$43.4M 0.15% 149
2021
Q3 		$2K Sell
52
-16,944
-100% -$744K ﹤0.01% 1149
2021
Q2 		$780K Buy
16,996
+9,648
+131% +$455K ﹤0.01% 522
2021
Q1 		$324K Sell
7,348
-979
-12% -$40.7K ﹤0.01% 607
2020
Q4 		$298K Buy
8,327
+66
+0.8% +$2.07K ﹤0.01% 607
2020
Q3 		$209K Sell
8,261
-460,839
-98% -$11.7M ﹤0.01% 569
2020
Q2 		$11.8M Buy
+469,100
New +$10.6M 0.06% 196

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

CI Investments Inc's CFG Position: Q2 2026 in Review

CI Investments Inc opened a new position in Citizens Financial Group (CFG) in Q2 2026: 80,934 shares worth $5.67M. The stake represents 0.02% of the portfolio and ranks #335 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in CFG as recently as Q3 2025.

CI Investments Inc first reported a position in CFG in Q2 2020 and has held it in 23 quarters since. The position peaked at $42.6M in Q4 2021. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • CI Investments Inc held 80,934 shares of Citizens Financial Group worth $5.67M as of Q2 2026.
  • Citizens Financial Group was a new CI Investments Inc position in Q2 2026.
  • Citizens Financial Group made up 0.02% of CI Investments Inc's portfolio in Q2 2026, its #335 holding.
  • CI Investments Inc first reported a position in Citizens Financial Group in Q2 2020 and has held it in 23 quarters since.
  • CI Investments Inc's Citizens Financial Group position peaked at $42.6M in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.