Lord, Abbett & Co
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Lord, Abbett & Co’s Citizens Financial Group CFG Stock Holding History

Lord, Abbett & Co’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 		$13.8M Buy
+230,310
New +$14.2M 0.05% 322
2021
Q4 		– Sell
-1,150,360
Closed -$54M – 617
2021
Q3 		$54M Sell
1,150,360
-865,820
-43% -$38M 0.13% 247
2021
Q2 		$92.5M Sell
2,016,180
-1,055,050
-34% -$49.8M 0.22% 133
2021
Q1 		$136M Buy
3,071,230
+164,500
+6% +$6.85M 0.35% 74
2020
Q4 		$104M Buy
2,906,730
+1,052,330
+57% +$33M 0.27% 107
2020
Q3 		$46.9M Sell
1,854,400
-723,600
-28% -$18.4M 0.15% 217
2020
Q2 		$65.1M Sell
2,578,000
-36,000
-1% -$817K 0.23% 131
2020
Q1 		$49.2M Buy
2,614,000
+47,300
+2% +$1.54M 0.22% 140
2019
Q4 		$104M Sell
2,566,700
-51,000
-2% -$1.91M 0.35% 79
2019
Q3 		$92.6M Buy
2,617,700
+356,100
+16% +$12.4M 0.32% 83
2019
Q2 		$80M Sell
2,261,600
-1,050,692
-32% -$36.6M 0.26% 113
2019
Q1 		$108M Sell
3,312,292
-2,494,340
-43% -$86.4M 0.36% 59
2018
Q4 		$173M Sell
5,806,632
-281,141
-5% -$9.86M 0.63% 20
2018
Q3 		$235M Sell
6,087,773
-593,926
-9% -$24M 0.65% 15
2018
Q2 		$260M Buy
6,681,699
+55,840
+0.8% +$2.33M 0.76% 8
2018
Q1 		$278M Sell
6,625,859
-223,483
-3% -$10M 0.83% 8
2017
Q4 		$288M Sell
6,849,342
-902,598
-12% -$35.3M 0.82% 7
2017
Q3 		$294M Sell
7,751,940
-1,121,836
-13% -$39.2M 0.86% 4
2017
Q2 		$317M Sell
8,873,776
-196,370
-2% -$6.96M 0.94% 5
2017
Q1 		$313M Sell
9,070,146
-4,035,553
-31% -$147M 0.94% 6
2016
Q4 		$467M Sell
13,105,699
-1,038,210
-7% -$31.5M 1.42% 2
2016
Q3 		$349M Buy
14,143,909
+2,672,289
+23% +$61.4M 1.07% 5
2016
Q2 		$229M Buy
11,471,620
+528,729
+5% +$11.7M 0.72% 11
2016
Q1 		$229M Buy
10,942,891
+191,335
+2% +$4.06M 0.72% 13
2015
Q4 		$282M Buy
10,751,556
+1,092,541
+11% +$27.5M 0.85% 8
2015
Q3 		$230M Buy
9,659,015
+357,422
+4% +$9.13M 0.7% 11
2015
Q2 		$254M Buy
9,301,593
+360,515
+4% +$9.55M 0.67% 11
2015
Q1 		$216M Buy
8,941,078
+972,879
+12% +$23.8M 0.55% 22
2014
Q4 		$198M Buy
7,968,199
+119,380
+2% +$2.85M 0.5% 39
2014
Q3 		$184M Buy
+7,848,819
New +$182M 0.46% 40

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

Lord, Abbett & Co's CFG Position: Q1 2026 in Review

Lord, Abbett & Co opened a new position in Citizens Financial Group (CFG) in Q1 2026: 230,310 shares worth $13.8M. The stake represents 0.05% of the portfolio and ranks #322 among its holdings. This is a return to the name: Lord, Abbett & Co previously reported a position in CFG as recently as Q3 2021.

Lord, Abbett & Co first reported a position in CFG in Q3 2014 and has held it in 30 quarters since. The position peaked at $467M in Q4 2016. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Lord, Abbett & Co held 230,310 shares of Citizens Financial Group worth $13.8M as of Q1 2026.
  • Citizens Financial Group was a new Lord, Abbett & Co position in Q1 2026.
  • Citizens Financial Group made up 0.05% of Lord, Abbett & Co's portfolio in Q1 2026, its #322 holding.
  • Lord, Abbett & Co first reported a position in Citizens Financial Group in Q3 2014 and has held it in 30 quarters since.
  • Lord, Abbett & Co's Citizens Financial Group position peaked at $467M in Q4 2016.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Lord, Abbett & Co's 13F filing for Q1 2026, filed 14 May 2026.