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Forum Financial Management’s Citizens Financial Group CFG Stock Holding History

Forum Financial 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 		– Sell
-14,453
Closed -$844K – 451
2025
Q4 		$844K Buy
14,453
+3
+0% +$161 0.01% 294
2025
Q3 		$768K Buy
14,450
+1,300
+10% +$64.7K 0.01% 304
2025
Q2 		$588K Buy
13,150
+1,008
+8% +$39.7K 0.01% 356
2025
Q1 		$497K Buy
12,142
+3
+0% +$134 0.01% 374
2024
Q4 		$531K Buy
+12,139
New +$537K 0.01% 360
2023
Q2 		– Sell
-7,598
Closed -$231K – 665
2023
Q1 		$231K Sell
7,598
-496
-6% -$19.4K 0.01% 497
2022
Q4 		$319K Hold
8,094
– – 0.01% 372
2022
Q3 		$278K Sell
8,094
-3,825
-32% -$142K 0.01% 370
2022
Q2 		$425K Buy
11,919
+2,223
+23% +$87.8K 0.02% 262
2022
Q1 		$439K Hold
9,696
– – 0.02% 269
2021
Q4 		$458K Buy
+9,696
New +$467K 0.02% 273

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Forum Financial Management's CFG Position: Q1 2026 in Review

Forum Financial Management sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 14,453 shares — an estimated $844K sold.

Forum Financial Management first reported a position in CFG in Q4 2021 and held it in 11 quarters. The position peaked at $844K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Forum Financial Management reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 14,453 Citizens Financial Group shares in Q1 2026, an estimated $844K.
  • Forum Financial Management first reported a position in Citizens Financial Group in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Citizens Financial Group position peaked at $844K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.