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FORA Capital’s Citizens Financial Group CFG Stock Holding History

FORA Capital’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
Q2 		– Sell
-8,604
Closed -$516K – 395
2026
Q1 		$516K Sell
8,604
-42,477
-83% -$2.61M 0.04% 308
2025
Q4 		$2.98M Buy
51,081
+36,348
+247% +$1.95M 0.36% 75
2025
Q3 		$783K Buy
+14,733
New +$733K 0.14% 197
2021
Q4 		– Sell
-23,043
Closed -$1.08M – 332
2021
Q3 		$1.08M Buy
+23,043
New +$1.01M 0.27% 110
2020
Q2 		– Sell
-12,841
Closed -$242K – 943
2020
Q1 		$242K Sell
12,841
-231
-2% -$7.54K 0.05% 408
2019
Q4 		$531K Buy
+13,072
New +$489K 0.05% 374

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

FORA Capital's CFG Position: Q2 2026 in Review

FORA Capital sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 8,604 shares — an estimated $516K sold.

FORA Capital first reported a position in CFG in Q4 2019 and held it in 6 quarters. The position peaked at $2.98M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • FORA Capital reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 8,604 Citizens Financial Group shares in Q2 2026, an estimated $516K.
  • FORA Capital first reported a position in Citizens Financial Group in Q4 2019 and held it in 6 quarters.
  • FORA Capital's Citizens Financial Group position peaked at $2.98M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.