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Equitable Holdings’s Citizens Financial Group CFG Stock Holding History

Equitable Holdings’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 		$484K Buy
8,278
+1,316
+19% +$80.9K ﹤0.01% 1267
2025
Q4 		$407K Buy
6,962
+10
+0.1% +$537 ﹤0.01% 1190
2025
Q3 		$370K Buy
+6,952
New +$346K ﹤0.01% 1183

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

Equitable Holdings's CFG Position: Q1 2026 in Review

Equitable Holdings increased its Citizens Financial Group (CFG) stake by 19% in Q1 2026, buying an estimated $80.9K and bringing the position to 8,278 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Equitable Holdings first reported a position in CFG in Q3 2025 and has held it in 3 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Equitable Holdings held 8,278 shares of Citizens Financial Group worth $484K as of Q1 2026.
  • Equitable Holdings bought 1,316 Citizens Financial Group shares in Q1 2026, an estimated $80.9K.
  • Citizens Financial Group made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1267 holding.
  • Equitable Holdings first reported a position in Citizens Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.