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MAI Capital Management’s Citizens Financial Group CFG Stock Holding History

MAI Capital Management’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
Q2 		$1.95M Buy
27,822
+13,086
+89% +$844K 0.01% 713
2026
Q1 		$884K Buy
14,736
+5,739
+64% +$353K 0.01% 817
2025
Q4 		$525K Sell
8,997
-558
-6% -$30K ﹤0.01% 943
2025
Q3 		$508K Buy
9,555
+3,992
+72% +$199K ﹤0.01% 907
2025
Q2 		$249K Buy
5,563
+510
+10% +$20.1K ﹤0.01% 1086
2025
Q1 		$207K Sell
5,053
-1,154
-19% -$51.5K ﹤0.01% 1104
2024
Q4 		$272K Buy
6,207
+685
+12% +$30.3K ﹤0.01% 1025
2024
Q3 		$227K Sell
5,522
-426
-7% -$17.2K ﹤0.01% 970
2024
Q2 		$214K Buy
+5,948
New +$207K ﹤0.01% 1124
2018
Q4 		– Sell
-12,662
Closed -$488K – 455
2018
Q3 		$488K Sell
12,662
-1,196
-9% -$48.2K 0.02% 297
2018
Q2 		$539K Sell
13,858
-398
-3% -$16.6K 0.03% 291
2018
Q1 		$598K Buy
14,256
+226
+2% +$10.1K 0.03% 275
2017
Q4 		$589K Buy
14,030
+2
+0% +$78 0.03% 279
2017
Q3 		$531K Buy
14,028
+503
+4% +$17.6K 0.03% 270
2017
Q2 		$483K Sell
13,525
-194
-1% -$6.88K 0.03% 279
2017
Q1 		$474K Buy
13,719
+2,527
+23% +$92.2K 0.03% 269
2016
Q4 		$399K Buy
+11,192
New +$339K 0.03% 288

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MAI Capital Management's CFG Position: Q2 2026 in Review

MAI Capital Management increased its Citizens Financial Group (CFG) stake by 89% in Q2 2026, buying an estimated $844K and bringing the position to 27,822 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #713.

MAI Capital Management first reported a position in CFG in Q4 2016 and has held it in 17 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • MAI Capital Management held 27,822 shares of Citizens Financial Group worth $1.95M as of Q2 2026.
  • MAI Capital Management bought 13,086 Citizens Financial Group shares in Q2 2026, an estimated $844K.
  • Citizens Financial Group made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #713 holding.
  • MAI Capital Management first reported a position in Citizens Financial Group in Q4 2016 and has held it in 17 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.