Ken Fisher
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Ken Fisher’s Citizens Financial Group CFG Stock Holding History

Ken Fisher’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 		$7.42M Sell
123,724
-4,700
-4% -$289K ﹤0.01% 422
2025
Q4 		$7.5M Buy
128,424
+7,062
+6% +$379K ﹤0.01% 423
2025
Q3 		$6.45M Buy
121,362
+43,284
+55% +$2.15M ﹤0.01% 445
2025
Q2 		$3.49M Buy
78,078
+24,322
+45% +$957K ﹤0.01% 525
2025
Q1 		$2.2M Buy
+53,756
New +$2.4M ﹤0.01% 567
2022
Q4 		– Sell
-12,898
Closed -$443K – 1028
2022
Q3 		$443K Sell
12,898
-260
-2% -$9.62K ﹤0.01% 764
2022
Q2 		$470K Buy
+13,158
New +$520K ﹤0.01% 728

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

Ken Fisher's CFG Position: Q1 2026 in Review

Ken Fisher reduced its Citizens Financial Group (CFG) stake by 3.7% in Q1 2026, selling an estimated $289K and leaving 123,724 shares worth $7.42M. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Ken Fisher first reported a position in CFG in Q2 2022 and has held it in 7 quarters since. The position peaked at $7.5M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Ken Fisher held 123,724 shares of Citizens Financial Group worth $7.42M as of Q1 2026.
  • Ken Fisher sold 4,700 Citizens Financial Group shares in Q1 2026, an estimated $289K.
  • Citizens Financial Group made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #422 holding.
  • Ken Fisher first reported a position in Citizens Financial Group in Q2 2022 and has held it in 7 quarters since.
  • Ken Fisher's Citizens Financial Group position peaked at $7.5M in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.