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Leuthold Group’s Citizens Financial Group CFG Stock Holding History

Leuthold Group’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
Q2 		– Sell
-92,120
Closed -$3.77M – 209
2025
Q1 		$3.77M Sell
92,120
-5,784
-6% -$258K 0.49% 78
2024
Q4 		$4.28M Sell
97,904
-3,538
-3% -$156K 0.51% 76
2024
Q3 		$4.17M Buy
+101,442
New +$4.1M 0.46% 89
2022
Q3 		– Sell
-14,631
Closed -$522K – 184
2022
Q2 		$522K Buy
14,631
+5,559
+61% +$220K 0.07% 137
2022
Q1 		$411K Hold
9,072
– – 0.05% 148
2021
Q4 		$429K Sell
9,072
-100
-1% -$4.82K 0.05% 150
2021
Q3 		$431K Hold
9,172
– – 0.05% 140
2021
Q2 		$421K Buy
+9,172
New +$433K 0.05% 141
2020
Q2 		– Sell
-66,479
Closed -$1.25M – 160
2020
Q1 		$1.25M Sell
66,479
-4,392
-6% -$143K 0.23% 101
2019
Q4 		$2.88M Buy
+70,871
New +$2.65M 0.37% 101
2017
Q4 		– Sell
-107,043
Closed -$4.05M – 197
2017
Q3 		$4.05M Sell
107,043
-2,404
-2% -$84.1K 0.41% 100
2017
Q2 		$3.9M Sell
109,447
-2,869
-3% -$102K 0.42% 97
2017
Q1 		$3.88M Buy
+112,316
New +$4.1M 0.42% 100

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Leuthold Group's CFG Position: Q2 2025 in Review

Leuthold Group sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 92,120 shares — an estimated $3.77M sold.

Leuthold Group first reported a position in CFG in Q1 2017 and held it in 13 quarters. The position peaked at $4.28M in Q4 2024. 806 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Leuthold Group reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • Leuthold Group sold 92,120 Citizens Financial Group shares in Q2 2025, an estimated $3.77M.
  • Leuthold Group first reported a position in Citizens Financial Group in Q1 2017 and held it in 13 quarters.
  • Leuthold Group's Citizens Financial Group position peaked at $4.28M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Leuthold Group's 13F filing for Q2 2025, filed 13 Aug 2025.