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Csenge Advisory Group’s Citizens Financial Group CFG Stock Holding History

Csenge Advisory 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
2026
Q1 		$807K Sell
13,449
-739
-5% -$45.4K 0.04% 339
2025
Q4 		$829K Buy
14,188
+12
+0.1% +$645 0.04% 342
2025
Q3 		$754K Sell
14,176
-4,654
-25% -$232K 0.04% 351
2025
Q2 		$760K Sell
18,830
-528
-3% -$20.8K 0.04% 327
2025
Q1 		$686K Buy
19,358
+922
+5% +$41.1K 0.04% 322
2024
Q4 		$807K Sell
18,436
-661
-3% -$29.2K 0.04% 315
2024
Q3 		$814K Sell
19,097
-626
-3% -$25.3K 0.04% 312
2024
Q2 		$711K Sell
19,723
-700
-3% -$24.4K 0.04% 326
2024
Q1 		$741K Buy
20,423
+1,506
+8% +$49.4K 0.04% 330
2023
Q4 		$627K Buy
18,917
+281
+2% +$7.73K 0.04% 347
2023
Q3 		$499K Buy
18,636
+2,595
+16% +$74.2K 0.03% 369
2023
Q2 		$418K Sell
16,041
-1,438
-8% -$39.6K 0.03% 414
2023
Q1 		$531K Buy
17,479
+463
+3% +$18.1K 0.04% 327
2022
Q4 		$670K Buy
17,016
+1,763
+12% +$68.8K 0.05% 282
2022
Q3 		$524K Sell
15,253
-1,003
-6% -$37.1K 0.04% 334
2022
Q2 		$580K Buy
16,256
+4,690
+41% +$185K 0.05% 316
2022
Q1 		$524K Buy
11,566
+3,264
+39% +$168K 0.04% 371
2021
Q4 		$386K Sell
8,302
-2,345
-22% -$113K 0.03% 397
2021
Q3 		$514K Buy
10,647
+2,345
+28% +$103K 0.04% 355
2021
Q2 		$386K Buy
+8,302
New +$392K 0.03% 398
2020
Q2 		– Sell
-13,903
Closed -$262K – 379
2020
Q1 		$262K Sell
13,903
-9,252
-40% -$302K 0.07% 236
2019
Q4 		$940K Sell
23,155
-802
-3% -$30K 0.24% 93
2019
Q3 		$847K Buy
23,957
+2,317
+11% +$80.9K 0.23% 95
2019
Q2 		$765K Sell
21,640
-1,694
-7% -$59K 0.26% 69
2019
Q1 		$758K Buy
+23,334
New +$809K 0.26% 72
2018
Q4 		– Sell
-4,766
Closed -$172K – 411
2018
Q3 		$172K Buy
+4,766
New +$192K 0.07% 181

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Csenge Advisory Group's CFG Position: Q1 2026 in Review

Csenge Advisory Group reduced its Citizens Financial Group (CFG) stake by 5.2% in Q1 2026, selling an estimated $45.4K and leaving 13,449 shares worth $807K. The position accounts for 0.04% of the portfolio, ranked #339.

Csenge Advisory Group first reported a position in CFG in Q3 2018 and has held it in 26 quarters since. The position peaked at $940K in Q4 2019. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Csenge Advisory Group held 13,449 shares of Citizens Financial Group worth $807K as of Q1 2026.
  • Csenge Advisory Group sold 739 Citizens Financial Group shares in Q1 2026, an estimated $45.4K.
  • Citizens Financial Group made up 0.04% of Csenge Advisory Group's portfolio in Q1 2026, its #339 holding.
  • Csenge Advisory Group first reported a position in Citizens Financial Group in Q3 2018 and has held it in 26 quarters since.
  • Csenge Advisory Group's Citizens Financial Group position peaked at $940K in Q4 2019.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.