MPM
CFG icon

MBB Public Markets’s Citizens Financial Group CFG Stock Holding History

MBB Public Markets’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
Q3 		– Sell
-5,919
Closed -$265K – 115
2025
Q2 		$265K Sell
5,919
-1,418
-19% -$55.8K 0.03% 261
2025
Q1 		$301K Buy
+7,337
New +$327K 0.03% 441
2024
Q4 		– Sell
-8,640
Closed -$355K – 171
2024
Q3 		$355K Sell
8,640
-25,585
-75% -$1.03M 0.02% 176
2024
Q2 		$1.23M Buy
+34,225
New +$1.19M 0.02% 470
2022
Q1 		– Sell
-4,229
Closed -$200K – 151
2021
Q4 		$200K Buy
+4,229
New +$204K ﹤0.01% 467

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

MBB Public Markets's CFG Position: Q3 2025 in Review

MBB Public Markets sold out of Citizens Financial Group (CFG) in Q3 2025, closing a stake of 5,919 shares — an estimated $265K sold.

MBB Public Markets first reported a position in CFG in Q4 2021 and held it in 5 quarters. The position peaked at $1.23M in Q2 2024. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • MBB Public Markets reported no remaining Citizens Financial Group position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 5,919 Citizens Financial Group shares in Q3 2025, an estimated $265K.
  • MBB Public Markets first reported a position in Citizens Financial Group in Q4 2021 and held it in 5 quarters.
  • MBB Public Markets's Citizens Financial Group position peaked at $1.23M in Q2 2024.
  • 858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.