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

Maltese 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 Q1	$6.46M	Buy	107,779 +12,779	+13%	+$785K	1.27%	32
2025 Q4	$5.55M	Sell	95,000 -27,116	-22%	-$1.46M	0.98%	38
2025 Q3	$6.49M	Buy	122,116 +37,116	+44%	+$1.85M	0.98%	39
2025 Q2	$3.8M	Buy	85,000 +50,000	+143%	+$1.97M	0.53%	64
2025 Q1	$1.43M	Sell	35,000 -31,300	-47%	-$1.4M	0.23%	91
2024 Q4	$2.9M	Sell	66,300 -4,500	-6%	-$199K	0.44%	70
2024 Q3	$2.91M	Sell	70,800 -4,200	-6%	-$170K	0.45%	65
2024 Q2	$2.7M	Buy	75,000 +7,500	+11%	+$262K	0.5%	54
2024 Q1	$2.45M	Sell	67,500 -3,400	-5%	-$112K	0.47%	56
2023 Q4	$2.35M	Sell	70,900 -6,600	-9%	-$182K	0.66%	44
2023 Q3	$2.08M	Sell	77,500 -2,500	-3%	-$71.5K	0.79%	49
2023 Q2	$2.09M	Buy	80,000 +2,500	+3%	+$68.9K	0.72%	56
2023 Q1	$2.35M	Sell	77,500 -6,200	-7%	-$243K	0.88%	45
2022 Q4	$3.3M	Sell	83,700 -31,300	-27%	-$1.22M	0.92%	48
2022 Q3	$3.95M	Buy	115,000 +10,000	+10%	+$370K	0.91%	44
2022 Q2	$3.75M	Buy	105,000 +15,000	+17%	+$592K	0.81%	50
2022 Q1	$4.08M	Buy	90,000 +4,400	+5%	+$226K	0.77%	56
2021 Q4	$4.04M	Buy	85,600 +25,600	+43%	+$1.23M	0.67%	61
2021 Q3	$2.82M	Sell	60,000 -5	-0%	-$220	0.49%	77
2021 Q2	$2.75M	Buy	60,005 +5,000	+9%	+$236K	0.44%	79
2021 Q1	$2.43M	Buy	+55,005	New	+$2.29M	0.32%	93
2020 Q3	–	Sell	-66,400	Closed	-$1.68M	–	160
2020 Q2	$1.68M	Sell	66,400 -81,152	-55%	-$1.84M	0.23%	110
2020 Q1	$2.77M	Sell	147,552 -32,489	-18%	-$1.06M	0.4%	89
2019 Q4	$7.31M	Sell	180,041 -150,249	-45%	-$5.62M	0.62%	60
2019 Q3	$11.7M	Buy	330,290 +54,250	+20%	+$1.89M	1%	33
2019 Q2	$9.76M	Sell	276,040 -278,451	-50%	-$9.71M	0.76%	44
2019 Q1	$18M	Buy	554,491 +166,714	+43%	+$5.78M	1.38%	15
2018 Q4	$11.5M	Buy	387,777 +74,677	+24%	+$2.62M	0.96%	27
2018 Q3	$12.1M	Sell	313,100 -31,900	-9%	-$1.29M	0.84%	32
2018 Q2	$13.4M	Buy	345,000 +220,000	+176%	+$9.16M	0.89%	29
2018 Q1	$5.25M	Buy	+125,000	New	+$5.61M	0.36%	101
2017 Q1	–	Sell	-82,300	Closed	-$2.93M	–	182
2016 Q4	$2.93M	Sell	82,300 -297,700	-78%	-$9.02M	0.26%	111
2016 Q3	$9.39M	Sell	380,000 -55,600	-13%	-$1.28M	1.14%	23
2016 Q2	$8.7M	Buy	435,600 +50,600	+13%	+$1.12M	1.09%	23
2016 Q1	$8.07M	Sell	385,000 -25,000	-6%	-$530K	1.05%	22
2015 Q4	$10.7M	Buy	410,000 +380,000	+1,267%	+$9.57M	1.25%	17
2015 Q3	$716K	Buy	+30,000	New	+$766K	0.08%	183
2015 Q2	–	Sell	-230,000	Closed	-$5.55M	–	207
2015 Q1	$5.55M	Buy	230,000 +130,000	+130%	+$3.19M	0.65%	53
2014 Q4	$2.49M	Sell	100,000 -115,700	-54%	-$2.76M	0.29%	120
2014 Q3	$5.05M	Buy	+215,700	New	+$5.01M	0.61%	53

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $107B AUM 24.58% 1-Year Est. Return

Maltese Capital Management's CFG Position: Q1 2026 in Review

Maltese Capital Management increased its Citizens Financial Group (CFG) stake by 13% in Q1 2026, buying an estimated $785K and bringing the position to 107,779 shares worth $6.46M. The position accounts for 1.27% of the portfolio, ranked #32.

Maltese Capital Management first reported a position in CFG in Q3 2014 and has held it in 40 quarters since. The position peaked at $18M in Q1 2019. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Maltese Capital Management held 107,779 shares of Citizens Financial Group worth $6.46M as of Q1 2026.
Maltese Capital Management bought 12,779 Citizens Financial Group shares in Q1 2026, an estimated $785K.
Citizens Financial Group made up 1.27% of Maltese Capital Management's portfolio in Q1 2026, its #32 holding.
Maltese Capital Management first reported a position in Citizens Financial Group in Q3 2014 and has held it in 40 quarters since.
Maltese Capital Management's Citizens Financial Group position peaked at $18M in Q1 2019.
1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Maltese Capital Management's 13F filing for Q1 2026, filed 15 May 2026.