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Kennedy Capital Management’s Citizens Financial Group CFG Stock Holding History

Kennedy Capital 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
Q2 		$225K Sell
3,210
-198
-6% -$12.8K ﹤0.01% 535
2026
Q1 		$204K Sell
3,408
-19
-0.6% -$1.17K ﹤0.01% 533
2025
Q4 		$200K Buy
+3,427
New +$184K ﹤0.01% 531
2022
Q1 		– Sell
-131,836
Closed -$6.23M – 610
2021
Q4 		$6.23M Sell
131,836
-13,232
-9% -$637K 0.13% 291
2021
Q3 		$6.82M Sell
145,068
-8,841
-6% -$388K 0.15% 260
2021
Q2 		$7.06M Sell
153,909
-4,607
-3% -$217K 0.15% 270
2021
Q1 		$7M Buy
158,516
+1,874
+1% +$78K 0.14% 274
2020
Q4 		$5.6M Sell
156,642
-8,936
-5% -$280K 0.13% 311
2020
Q3 		$4.19M Buy
165,578
+5,586
+3% +$142K 0.12% 337
2020
Q2 		$4.04M Buy
159,992
+26,886
+20% +$610K 0.12% 334
2020
Q1 		$2.5M Sell
133,106
-12,373
-9% -$404K 0.09% 399
2019
Q4 		$5.91M Sell
145,479
-8,184
-5% -$306K 0.14% 269
2019
Q3 		$5.43M Buy
153,663
+1,716
+1% +$59.9K 0.13% 298
2019
Q2 		$5.37M Buy
151,947
+20,337
+15% +$709K 0.13% 299
2019
Q1 		$4.28M Buy
131,610
+23,264
+21% +$806K 0.1% 380
2018
Q4 		$3.22M Sell
108,346
-21,238
-16% -$745K 0.08% 447
2018
Q3 		$5M Buy
129,584
+578
+0.4% +$23.3K 0.09% 398
2018
Q2 		$5.02M Buy
+129,006
New +$5.37M 0.09% 416
2016
Q2 		– Sell
-303,703
Closed -$6.36M – 715
2016
Q1 		$6.36M Sell
303,703
-22,798
-7% -$483K 0.13% 283
2015
Q4 		$8.55M Buy
326,501
+7,587
+2% +$191K 0.17% 198
2015
Q3 		$7.61M Sell
318,914
-21,486
-6% -$549K 0.16% 234
2015
Q2 		$9.3M Sell
340,400
-8,454
-2% -$224K 0.17% 211
2015
Q1 		$8.42M Buy
348,854
+13,295
+4% +$326K 0.15% 244
2014
Q4 		$8.34M Buy
335,559
+11,522
+4% +$275K 0.15% 249
2014
Q3 		$7.59M Buy
+324,037
New +$7.52M 0.15% 256

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 $3.37T AUM 44.26% 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

Kennedy Capital Management's CFG Position: Q2 2026 in Review

Kennedy Capital Management reduced its Citizens Financial Group (CFG) stake by 5.8% in Q2 2026, selling an estimated $12.8K and leaving 3,210 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Kennedy Capital Management first reported a position in CFG in Q3 2014 and has held it in 25 quarters since. The position peaked at $9.3M in Q2 2015. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Kennedy Capital Management held 3,210 shares of Citizens Financial Group worth $225K as of Q2 2026.
  • Kennedy Capital Management sold 198 Citizens Financial Group shares in Q2 2026, an estimated $12.8K.
  • Citizens Financial Group made up ﹤0.01% of Kennedy Capital Management's portfolio in Q2 2026, its #535 holding.
  • Kennedy Capital Management first reported a position in Citizens Financial Group in Q3 2014 and has held it in 25 quarters since.
  • Kennedy Capital Management's Citizens Financial Group position peaked at $9.3M in Q2 2015.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.