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 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 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

FORA Capital's CFG Position: Q1 2026 in Review

FORA Capital reduced its Citizens Financial Group (CFG) stake by 83% in Q1 2026, selling an estimated $2.61M and leaving 8,604 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #308.

FORA Capital first reported a position in CFG in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.98M in Q4 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

FORA Capital held 8,604 shares of Citizens Financial Group worth $516K as of Q1 2026.
FORA Capital sold 42,477 Citizens Financial Group shares in Q1 2026, an estimated $2.61M.
Citizens Financial Group made up 0.04% of FORA Capital's portfolio in Q1 2026, its #308 holding.
FORA Capital first reported a position in Citizens Financial Group in Q4 2019 and has held it in 6 quarters since.
FORA Capital's Citizens Financial Group position peaked at $2.98M in Q4 2025.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.