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

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

Mackenzie Financial's CFG Position: Q1 2026 in Review

Mackenzie Financial increased its Citizens Financial Group (CFG) stake by 9.6% in Q1 2026, buying an estimated $700K and bringing the position to 130,210 shares worth $7.81M. The position accounts for 0.01% of the portfolio, ranked #573.

Mackenzie Financial first reported a position in CFG in Q1 2018 and has held it in 33 quarters since. The position peaked at $25M in Q3 2021. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Mackenzie Financial held 130,210 shares of Citizens Financial Group worth $7.81M as of Q1 2026.
  • Mackenzie Financial bought 11,390 Citizens Financial Group shares in Q1 2026, an estimated $700K.
  • Citizens Financial Group made up 0.01% of Mackenzie Financial's portfolio in Q1 2026, its #573 holding.
  • Mackenzie Financial first reported a position in Citizens Financial Group in Q1 2018 and has held it in 33 quarters since.
  • Mackenzie Financial's Citizens Financial Group position peaked at $25M in Q3 2021.
  • 1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.