ME
CFG icon

McIlrath & Eck’s Citizens Financial Group CFG Stock Holding History

McIlrath & Eck’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 		$14.4K Sell
240
-69
-22% -$4.24K ﹤0.01% 926
2025
Q4 		$18K Hold
309
– – ﹤0.01% 540
2025
Q3 		$16.4K Hold
309
– – ﹤0.01% 542
2025
Q2 		$13.8K Hold
309
– – ﹤0.01% 546
2025
Q1 		$12.7K Hold
309
– – ﹤0.01% 568
2024
Q4 		$13.5K Hold
309
– – ﹤0.01% 567
2024
Q3 		$12.7K Hold
309
– – ﹤0.01% 580
2024
Q2 		$11.1K Sell
309
-83
-21% -$2.89K ﹤0.01% 579
2024
Q1 		$14.2K Hold
392
– – ﹤0.01% 540
2023
Q4 		$13K Hold
392
– – ﹤0.01% 508
2023
Q3 		$10.5K Sell
392
-150
-28% -$4.29K ﹤0.01% 539
2023
Q2 		$14.1K Hold
542
– – ﹤0.01% 490
2023
Q1 		$16.5K Hold
542
– – ﹤0.01% 446
2022
Q4 		$21.3K Hold
542
– – 0.01% 398
2022
Q3 		$19K Hold
542
– – 0.01% 405
2022
Q2 		$19K Buy
542
+23
+4% +$908 0.01% 391
2022
Q1 		$24K Hold
519
– – 0.01% 361
2021
Q4 		$25K Hold
519
– – 0.01% 366
2021
Q3 		$24K Hold
519
– – 0.01% 360
2021
Q2 		$24K Sell
519
-39
-7% -$1.84K 0.01% 354
2021
Q1 		$25K Buy
558
+39
+8% +$1.62K 0.01% 306
2020
Q4 		$19K Hold
519
– – 0.01% 307
2020
Q3 		$13K Hold
519
– – 0.01% 331
2020
Q2 		$13K Hold
519
– – 0.01% 307
2020
Q1 		$10K Hold
519
– – 0.01% 305
2019
Q4 		$21K Sell
519
-80
-13% -$2.99K 0.01% 225
2019
Q3 		$21K Buy
599
+300
+100% +$10.5K 0.01% 200
2019
Q2 		$10K Hold
299
– – 0.01% 327
2019
Q1 		$10K Sell
299
-314
-51% -$10.9K 0.01% 327
2018
Q4 		$18K Buy
613
+544
+788% +$19.1K 0.01% 198
2018
Q3 		$3K Buy
+69
New +$2.78K ﹤0.01% 433

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

McIlrath & Eck's CFG Position: Q1 2026 in Review

McIlrath & Eck reduced its Citizens Financial Group (CFG) stake by 22% in Q1 2026, selling an estimated $4.24K and leaving 240 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

McIlrath & Eck first reported a position in CFG in Q3 2018 and has held it in 31 quarters since. The position peaked at $25K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • McIlrath & Eck held 240 shares of Citizens Financial Group worth $14.4K as of Q1 2026.
  • McIlrath & Eck sold 69 Citizens Financial Group shares in Q1 2026, an estimated $4.24K.
  • Citizens Financial Group made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #926 holding.
  • McIlrath & Eck first reported a position in Citizens Financial Group in Q3 2018 and has held it in 31 quarters since.
  • McIlrath & Eck's Citizens Financial Group position peaked at $25K in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.