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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
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

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

Donoghue Forlines's CFG Position: Q1 2026 in Review

Donoghue Forlines increased its Citizens Financial Group (CFG) stake by 12% in Q1 2026, buying an estimated $186K and bringing the position to 28,479 shares worth $1.71M. The position accounts for 0.47% of the portfolio, ranked #70.

Donoghue Forlines first reported a position in CFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.76M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Donoghue Forlines held 28,479 shares of Citizens Financial Group worth $1.71M as of Q1 2026.
  • Donoghue Forlines bought 3,028 Citizens Financial Group shares in Q1 2026, an estimated $186K.
  • Citizens Financial Group made up 0.47% of Donoghue Forlines's portfolio in Q1 2026, its #70 holding.
  • Donoghue Forlines first reported a position in Citizens Financial Group in Q4 2024 and has held it in 6 quarters since.
  • Donoghue Forlines's Citizens Financial Group position peaked at $3.76M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.