Mackenzie Financial
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Mackenzie Financial’s Citizens Financial Group CFG Stock Holding History

Mackenzie Financial’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
-17,800
Closed -$22.5K – 1725
2025
Q1 		$22.5K Buy
+17,800
New +$794K ﹤0.01% 1645

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial's CFG Position: Q3 2026 in Review

Mackenzie Financial increased its Citizens Financial Group (CFG) stake by 1.4% in Q3 2026, buying an estimated $406K and bringing the position to 426,474 shares worth $27.2M. The position accounts for 0.03% of the portfolio, ranked #374.

Mackenzie Financial first reported a position in CFG in Q1 2018 and has held it in 35 quarters since. The position peaked at $29.5M in Q2 2026. 679 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Mackenzie Financial held 426,474 shares of Citizens Financial Group worth $27.2M as of Q3 2026.
  • Mackenzie Financial bought 5,770 Citizens Financial Group shares in Q3 2026, an estimated $406K.
  • Citizens Financial Group made up 0.03% of Mackenzie Financial's portfolio in Q3 2026, its #374 holding.
  • Mackenzie Financial first reported a position in Citizens Financial Group in Q1 2018 and has held it in 35 quarters since.
  • Mackenzie Financial's Citizens Financial Group position peaked at $29.5M in Q2 2026.
  • 679 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.