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

Lighthouse Investment 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	-39,607	Closed	-$2.11M	–	908
2025 Q3	$2.11M	Buy	+39,607	New	+$1.97M	0.06%	329
2024 Q4	–	Sell	-85,823	Closed	-$3.52M	–	520
2024 Q3	$3.52M	Buy	+85,823	New	+$3.47M	0.13%	184
2024 Q1	–	Sell	-79,367	Closed	-$2.63M	–	391
2023 Q4	$2.63M	Buy	79,367 +2,912	+4%	+$80.2K	0.12%	171
2023 Q3	$2.05M	Buy	76,455 +16,650	+28%	+$476K	0.08%	233
2023 Q2	$1.56M	Buy	+59,805	New	+$1.65M	0.08%	196
2023 Q1	–	Sell	-59,451	Closed	-$2.34M	–	285
2022 Q4	$2.34M	Buy	+59,451	New	+$2.32M	0.26%	80

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lighthouse Investment Partners's CFG Position: Q4 2025 in Review

Lighthouse Investment Partners sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 39,607 shares — an estimated $2.11M sold.

Lighthouse Investment Partners first reported a position in CFG in Q4 2022 and held it in 6 quarters. The position peaked at $3.52M in Q3 2024. 962 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

Lighthouse Investment Partners reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
Lighthouse Investment Partners sold 39,607 Citizens Financial Group shares in Q4 2025, an estimated $2.11M.
Lighthouse Investment Partners first reported a position in Citizens Financial Group in Q4 2022 and held it in 6 quarters.
Lighthouse Investment Partners's Citizens Financial Group position peaked at $3.52M in Q3 2024.
962 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Lighthouse Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.