Lombard Odier Asset Management (Switzerland)’s Citizens Financial Group CFG Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$1.51M	Buy	25,100 +6,100	+32%	+$375K	0.06%	247
2025 Q4	$1.11M	Buy	+19,000	New	+$1.02M	0.05%	228
2018 Q1	–	Sell	-6,289	Closed	-$264K	–	370
2017 Q4	$264K	Sell	6,289 -35,386	-85%	-$1.38M	0.03%	302
2017 Q3	$1.58M	Buy	41,675 +7,195	+21%	+$252K	0.15%	137
2017 Q2	$1.23M	Buy	34,480 +28,191	+448%	+$1,000K	0.14%	156
2017 Q1	$217K	Buy	+6,289	New	+$229K	0.02%	338
2016 Q2	–	Sell	-11,803	Closed	-$247K	–	316
2016 Q1	$247K	Hold	11,803	–	–	0.03%	236
2015 Q4	$312K	Buy	+11,803	New	+$297K	0.04%	217

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s CFG Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Citizens Financial Group (CFG) stake by 32% in Q1 2026, buying an estimated $375K and bringing the position to 25,100 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #247.

Lombard Odier Asset Management (Switzerland) first reported a position in CFG in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.58M in Q3 2017. 1,015 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 25,100 shares of Citizens Financial Group worth $1.51M as of Q1 2026.
Lombard Odier Asset Management (Switzerland) bought 6,100 Citizens Financial Group shares in Q1 2026, an estimated $375K.
Citizens Financial Group made up 0.06% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #247 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Citizens Financial Group in Q4 2015 and has held it in 8 quarters since.
Lombard Odier Asset Management (Switzerland)'s Citizens Financial Group position peaked at $1.58M in Q3 2017.
1,015 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.