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Convergence Investment Partners’s Citizens Financial Group CFG Stock Holding History

Convergence Investment Partners’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 		$4.45M Buy
+63,472
New +$4.09M 0.42% 86
2025
Q2 		– Sell
-33,616
Closed -$1.38M – 241
2025
Q1 		$1.38M Buy
+33,616
New +$1.5M 0.38% 87
2024
Q4 		– Sell
-16,423
Closed -$674K – 264
2024
Q3 		$674K Buy
+16,423
New +$664K 0.18% 157
2020
Q2 		– Sell
-61,928
Closed -$1.17M – 214
2020
Q1 		$1.17M Buy
61,928
+38,551
+165% +$1.26M 0.51% 57
2019
Q4 		$949K Buy
+23,377
New +$875K 0.27% 134
2019
Q3 		– Sell
-16,515
Closed -$584K – 312
2019
Q2 		$584K Buy
+16,515
New +$576K 0.14% 181
2019
Q1 		– Sell
-36,133
Closed -$1.07M – 315
2018
Q4 		$1.07M Buy
36,133
+7,708
+27% +$270K 0.25% 143
2018
Q3 		$1.1M Sell
28,425
-16,991
-37% -$685K 0.22% 154
2018
Q2 		$1.77M Buy
45,416
+349
+0.8% +$14.5K 0.25% 138
2018
Q1 		$1.89M Buy
+45,067
New +$2.02M 0.25% 139
2017
Q3 		– Sell
-32,973
Closed -$1.18M – 334
2017
Q2 		$1.18M Sell
32,973
-3,805
-10% -$135K 0.17% 225
2017
Q1 		$1.27M Buy
+36,778
New +$1.34M 0.18% 214
2016
Q3 		– Sell
-190,289
Closed -$3.8M – 337
2016
Q2 		$3.8M Buy
190,289
+129,473
+213% +$2.87M 0.52% 59
2016
Q1 		$1.27M Sell
60,816
-36,186
-37% -$767K 0.15% 225
2015
Q4 		$2.54M Buy
+97,002
New +$2.44M 0.29% 130

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

Convergence Investment Partners's CFG Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Citizens Financial Group (CFG) in Q2 2026: 63,472 shares worth $4.45M. The stake represents 0.42% of the portfolio and ranks #86 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in CFG as recently as Q1 2025.

Convergence Investment Partners first reported a position in CFG in Q4 2015 and has held it in 15 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Convergence Investment Partners held 63,472 shares of Citizens Financial Group worth $4.45M as of Q2 2026.
  • Citizens Financial Group was a new Convergence Investment Partners position in Q2 2026.
  • Citizens Financial Group made up 0.42% of Convergence Investment Partners's portfolio in Q2 2026, its #86 holding.
  • Convergence Investment Partners first reported a position in Citizens Financial Group in Q4 2015 and has held it in 15 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.