CIBC Private Wealth Group
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CIBC Private Wealth Group’s Citizens Financial Group CFG Stock Holding History

CIBC Private Wealth Group’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
Q4 		$365K Buy
6,252
+878
+16% +$47.2K ﹤0.01% 966
2025
Q3 		$286K Buy
5,374
+1,723
+47% +$85.8K ﹤0.01% 1032
2025
Q2 		$163K Buy
3,651
+230
+7% +$9.05K ﹤0.01% 1198
2025
Q1 		$118K Buy
3,421
+368
+12% +$16.4K ﹤0.01% 1295
2024
Q4 		$137K Sell
3,053
-1,194
-28% -$52.8K ﹤0.01% 1308
2024
Q3 		$174K Buy
4,247
+675
+19% +$27.3K ﹤0.01% 1250
2024
Q2 		$127K Buy
3,572
+265
+8% +$9.24K ﹤0.01% 1303
2024
Q1 		$118K Buy
+3,307
New +$108K ﹤0.01% 1327
2023
Q1 		– Sell
-10,521
Closed -$414K – 893
2022
Q4 		$414K Buy
+10,521
New +$411K ﹤0.01% 644
2022
Q3 		– Sell
-10,094
Closed -$360K – 953
2022
Q2 		$360K Sell
10,094
-7,355
-42% -$290K ﹤0.01% 768
2022
Q1 		$791K Buy
17,449
+558
+3% +$28.7K ﹤0.01% 671
2021
Q4 		$798K Buy
16,891
+299
+2% +$14.4K ﹤0.01% 689
2021
Q3 		$779K Sell
16,592
-2,817
-15% -$124K ﹤0.01% 658
2021
Q2 		$890K Sell
19,409
-292
-1% -$13.8K ﹤0.01% 690
2021
Q1 		$870K Buy
19,701
+4,101
+26% +$171K ﹤0.01% 696
2020
Q4 		$558K Sell
15,600
-2,241
-13% -$70.3K ﹤0.01% 754
2020
Q3 		$451K Buy
+17,841
New +$453K ﹤0.01% 700
2020
Q1 		– Sell
-9,225
Closed -$375K – 855
2019
Q4 		$375K Sell
9,225
-803
-8% -$30.1K ﹤0.01% 757
2019
Q3 		$355K Sell
10,028
-520
-5% -$18.1K ﹤0.01% 751
2019
Q2 		$373K Sell
10,548
-3,285
-24% -$114K ﹤0.01% 772
2019
Q1 		$450K Sell
13,833
-4,202
-23% -$146K ﹤0.01% 745
2018
Q4 		$536K Sell
18,035
-1,090,966
-98% -$38.3M ﹤0.01% 668
2018
Q3 		$42.8M Sell
1,109,001
-655,695
-37% -$26.4M 0.16% 146
2018
Q2 		$68.6M Sell
1,764,696
-89,611
-5% -$3.73M 0.28% 103
2018
Q1 		$77.8M Buy
1,854,307
+84,992
+5% +$3.82M 0.34% 94
2017
Q4 		$74.3M Buy
1,769,315
+433,269
+32% +$16.9M 0.32% 100
2017
Q3 		$50.6M Buy
+1,336,046
New +$46.7M 0.23% 123

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CIBC Private Wealth Group's CFG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Citizens Financial Group (CFG) stake by 16% in Q4 2025, buying an estimated $47.2K and bringing the position to 6,252 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

CIBC Private Wealth Group first reported a position in CFG in Q3 2017 and has held it in 27 quarters since. The position peaked at $77.8M in Q1 2018. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • CIBC Private Wealth Group held 6,252 shares of Citizens Financial Group worth $365K as of Q4 2025.
  • CIBC Private Wealth Group bought 878 Citizens Financial Group shares in Q4 2025, an estimated $47.2K.
  • Citizens Financial Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #966 holding.
  • CIBC Private Wealth Group first reported a position in Citizens Financial Group in Q3 2017 and has held it in 27 quarters since.
  • CIBC Private Wealth Group's Citizens Financial Group position peaked at $77.8M in Q1 2018.
  • 967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.