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Meag Munich Ergo’s Citizens Financial Group CFG Stock Holding History

Meag Munich Ergo’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
-62,343
Closed -$2.55M – 201
2025
Q1 		$2.55M Buy
62,343
+49,718
+394% +$2.22M 0.08% 112
2024
Q4 		$550K Sell
12,625
-49,637
-80% -$2.19M 0.02% 145
2024
Q3 		$2.56M Sell
62,262
-24,273
-28% -$981K 0.08% 107
2024
Q2 		$3.12M Buy
86,535
+57,958
+203% +$2.02M 0.1% 96
2024
Q1 		$1.04M Buy
+28,577
New +$937K 0.04% 127
2021
Q3 		– Sell
-134,634
Closed -$6.18M – 235
2021
Q2 		$6.18M Buy
134,634
+51,313
+62% +$2.42M 0.59% 47
2021
Q1 		$3.68M Buy
+83,321
New +$3.47M 0.37% 73
2020
Q1 		– Sell
-6,842
Closed -$277K – 256
2019
Q4 		$277K Sell
6,842
-23,171
-77% -$867K 0.03% 369
2019
Q3 		$1.06M Buy
30,013
+11,667
+64% +$407K 0.05% 344
2019
Q2 		$639K Hold
18,346
– – 0.05% 348
2019
Q1 		$595K Sell
18,346
-46,695
-72% -$1.62M 0.05% 350
2018
Q4 		$1.93M Buy
+65,041
New +$2.28M 0.24% 112
2018
Q3 		– Sell
-74,677
Closed -$2.98M – 390
2018
Q2 		$2.98M Sell
74,677
-55,394
-43% -$2.31M 0.18% 166
2018
Q1 		$5.38M Buy
130,071
+62,621
+93% +$2.81M 0.22% 144
2017
Q4 		$2.88M Sell
67,450
-19,494
-22% -$762K 0.11% 223
2017
Q3 		$3.23M Buy
+86,944
New +$3.04M 0.13% 169
2017
Q2 		– Sell
-210,376
Closed -$7.31M – 293
2017
Q1 		$7.31M Sell
210,376
-119,580
-36% -$4.36M 0.29% 125
2016
Q4 		$11.7M Buy
329,956
+6,271
+2% +$190K 0.55% 53
2016
Q3 		$7.79M Buy
323,685
+146,469
+83% +$3.37M 0.38% 88
2016
Q2 		$3.54M Buy
+177,216
New +$3.93M 0.32% 92

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Meag Munich Ergo's CFG Position: Q2 2025 in Review

Meag Munich Ergo sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 62,343 shares — an estimated $2.55M sold.

Meag Munich Ergo first reported a position in CFG in Q2 2016 and held it in 20 quarters. The position peaked at $11.7M in Q4 2016. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Meag Munich Ergo reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • Meag Munich Ergo sold 62,343 Citizens Financial Group shares in Q2 2025, an estimated $2.55M.
  • Meag Munich Ergo first reported a position in Citizens Financial Group in Q2 2016 and held it in 20 quarters.
  • Meag Munich Ergo's Citizens Financial Group position peaked at $11.7M in Q4 2016.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.