Donoghue Forlines’s Citizens Financial Group CFG Stock Holding History

Donoghue Forlines’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 Q3	$1.71M	Buy	26,888 +245	+0.9%	+$17.2K	0.43%	87
2026 Q2	$1.87M	Sell	26,643 -1,836	-6%	-$118K	0.48%	61
2026 Q1	$1.71M	Buy	28,479 +3,028	+12%	+$186K	0.47%	70
2025 Q4	$1.49M	Sell	25,451 -45,186	-64%	-$2.43M	0.46%	78
2025 Q3	$3.76M	Buy	70,637 +35,055	+99%	+$1.74M	1.16%	10
2025 Q2	$1.59M	Sell	35,582 -360	-1%	-$14.2K	0.45%	62
2025 Q1	$1.47M	Buy	35,942 +2,017	+6%	+$90K	0.47%	87
2024 Q4	$1.48M	Buy	+33,925	New	+$1.5M	0.5%	80

Other funds holding CFG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Donoghue Forlines's CFG Position: Q3 2026 in Review

Donoghue Forlines increased its Citizens Financial Group (CFG) stake by 0.92% in Q3 2026, buying an estimated $17.2K and bringing the position to 26,888 shares worth $1.71M. The position accounts for 0.43% of the portfolio, ranked #87.

Donoghue Forlines first reported a position in CFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.76M in Q3 2025. 577 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Donoghue Forlines held 26,888 shares of Citizens Financial Group worth $1.71M as of Q3 2026.
Donoghue Forlines bought 245 Citizens Financial Group shares in Q3 2026, an estimated $17.2K.
Citizens Financial Group made up 0.43% of Donoghue Forlines's portfolio in Q3 2026, its #87 holding.
Donoghue Forlines first reported a position in Citizens Financial Group in Q4 2024 and has held it in 8 quarters since.
Donoghue Forlines's Citizens Financial Group position peaked at $3.76M in Q3 2025.
577 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.