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LBP AM’s Citizens Financial Group CFG Stock Holding History

LBP AM’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 		$7.12M Buy
+118,809
New +$7.3M 0.1% 178
2025
Q3 		– Sell
-128,649
Closed -$5.76M – 390
2025
Q2 		$5.76M Buy
+128,649
New +$5.06M 0.08% 187
2023
Q2 		– Sell
-254,237
Closed -$7.72M – 427
2023
Q1 		$7.72M Sell
254,237
-81,200
-24% -$3.18M 0.2% 107
2022
Q4 		$13.2M Buy
+335,437
New +$13.1M 0.38% 72

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

LBP AM's CFG Position: Q1 2026 in Review

LBP AM opened a new position in Citizens Financial Group (CFG) in Q1 2026: 118,809 shares worth $7.12M. The stake represents 0.1% of the portfolio and ranks #178 among its holdings. This is a return to the name: LBP AM previously reported a position in CFG as recently as Q2 2025.

LBP AM first reported a position in CFG in Q4 2022 and has held it in 4 quarters since. The position peaked at $13.2M in Q4 2022. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • LBP AM held 118,809 shares of Citizens Financial Group worth $7.12M as of Q1 2026.
  • Citizens Financial Group was a new LBP AM position in Q1 2026.
  • Citizens Financial Group made up 0.1% of LBP AM's portfolio in Q1 2026, its #178 holding.
  • LBP AM first reported a position in Citizens Financial Group in Q4 2022 and has held it in 4 quarters since.
  • LBP AM's Citizens Financial Group position peaked at $13.2M in Q4 2022.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.