Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Citizens Financial Group CFG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-105,336
Closed -$5.6M – 589
2025
Q3 		$5.6M Buy
105,336
+7,046
+7% +$351K 0.02% 445
2025
Q2 		$4.4M Sell
98,290
-3,502
-3% -$138K 0.02% 468
2025
Q1 		$4.17M Buy
101,792
+2,915
+3% +$130K 0.02% 436
2024
Q4 		$4.33M Buy
98,877
+1,743
+2% +$77.1K 0.02% 424
2024
Q3 		$3.54M Buy
97,134
+38,030
+64% +$1.54M 0.03% 398
2024
Q2 		$2.13M Buy
59,104
+3,148
+6% +$110K 0.02% 426
2024
Q1 		$2.03M Sell
55,956
-1,852
-3% -$60.8K 0.03% 294
2023
Q4 		$1.92M Buy
57,808
+1,624
+3% +$44.7K 0.03% 237
2023
Q3 		$1.51M Buy
56,184
+20,388
+57% +$583K 0.03% 248
2023
Q2 		$934K Buy
35,796
+1,292
+4% +$35.6K 0.01% 303
2023
Q1 		$1.05M Buy
34,504
+2,435
+8% +$95.4K 0.02% 285
2022
Q4 		$1.26M Buy
32,069
+2,140
+7% +$83.6K 0.02% 254
2022
Q3 		$1.03M Buy
29,929
+1,352
+5% +$50K 0.02% 261
2022
Q2 		$1.02M Buy
28,577
+382
+1% +$15.1K 0.02% 283
2022
Q1 		$1.28M Buy
+28,195
New +$1.45M 0.02% 272
2020
Q1 		– Sell
-14,294
Closed -$581K – 366
2019
Q4 		$581K Buy
14,294
+71
+0.5% +$2.66K 0.02% 308
2019
Q3 		$503K Sell
14,223
-33
-0.2% -$1.15K 0.02% 317
2019
Q2 		$504K Buy
14,256
+425
+3% +$14.8K 0.02% 308
2019
Q1 		$449K Buy
+13,831
New +$479K 0.01% 316

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Kovitz Investment Group Partners's CFG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 105,336 shares — an estimated $5.6M sold.

Kovitz Investment Group Partners first reported a position in CFG in Q1 2019 and held it in 19 quarters. The position peaked at $5.6M in Q3 2025. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 105,336 Citizens Financial Group shares in Q4 2025, an estimated $5.6M.
  • Kovitz Investment Group Partners first reported a position in Citizens Financial Group in Q1 2019 and held it in 19 quarters.
  • Kovitz Investment Group Partners's Citizens Financial Group position peaked at $5.6M in Q3 2025.
  • 967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.