F.L. Putnam Investment Management’s Citizens Financial Group CFG Stock Holding History

F.L. Putnam Investment Management’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	$7.52M	Buy	+125,380	New	+$7.71M	0.11%	145
2020 Q1	–	Sell	-179,172	Closed	-$7.28M	–	292
2019 Q4	$7.28M	Sell	179,172 -9,505	-5%	-$356K	0.45%	64
2019 Q3	$6.67M	Sell	188,677 -11,083	-6%	-$387K	0.47%	64
2019 Q2	$7.06M	Sell	199,760 -15,904	-7%	-$554K	0.57%	59
2019 Q1	$7.01M	Sell	215,664 -8,285	-4%	-$287K	0.59%	58
2018 Q4	$6.66M	Sell	223,949 -72,543	-24%	-$2.54M	0.72%	49
2018 Q3	$11.4M	Buy	296,492 +3,299	+1%	+$133K	1.05%	33
2018 Q2	$11.4M	Sell	293,193 -20,838	-7%	-$868K	1.1%	30
2018 Q1	$13.2M	Buy	314,031 +3,882	+1%	+$174K	1.21%	23
2017 Q4	$13M	Sell	310,149 -62,432	-17%	-$2.44M	1.19%	26
2017 Q3	$14.1M	Buy	+372,581	New	+$13M	1.35%	25
2017 Q1	$11.8M	Buy	342,626 +5,589	+2%	+$204K	1.23%	29
2016 Q4	$12M	Buy	337,037 +137,386	+69%	+$4.16M	1.38%	27
2016 Q3	$4.93M	Buy	+199,651	New	+$4.59M	0.56%	59

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

F.L. Putnam Investment Management's CFG Position: Q1 2026 in Review

F.L. Putnam Investment Management opened a new position in Citizens Financial Group (CFG) in Q1 2026: 125,380 shares worth $7.52M. The stake represents 0.11% of the portfolio and ranks #145 among its holdings. This is a return to the name: F.L. Putnam Investment Management previously reported a position in CFG as recently as Q4 2019.

F.L. Putnam Investment Management first reported a position in CFG in Q3 2016 and has held it in 14 quarters since. The position peaked at $14.1M in Q3 2017. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

F.L. Putnam Investment Management held 125,380 shares of Citizens Financial Group worth $7.52M as of Q1 2026.
Citizens Financial Group was a new F.L. Putnam Investment Management position in Q1 2026.
Citizens Financial Group made up 0.11% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #145 holding.
F.L. Putnam Investment Management first reported a position in Citizens Financial Group in Q3 2016 and has held it in 14 quarters since.
F.L. Putnam Investment Management's Citizens Financial Group position peaked at $14.1M in Q3 2017.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.