MFG
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Merit Financial Group’s Citizens Financial Group CFG Stock Holding History

Merit Financial Group’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 		$3.92M Buy
65,392
+18,870
+41% +$1.16M 0.03% 460
2025
Q4 		$2.72M Buy
46,522
+14,063
+43% +$756K 0.02% 531
2025
Q3 		$1.73M Buy
32,459
+3,610
+13% +$180K 0.02% 636
2025
Q2 		$1.29M Sell
28,849
-15,549
-35% -$612K 0.01% 671
2025
Q1 		$1.82M Buy
44,398
+24,316
+121% +$1.08M 0.03% 456
2024
Q4 		$879K Buy
+20,082
New +$888K 0.02% 539
2024
Q3 		– Sell
-13,201
Closed -$476K – 846
2024
Q2 		$476K Buy
13,201
+7,031
+114% +$245K 0.01% 589
2024
Q1 		$218K Buy
+6,170
New +$202K 0.01% 795

Other funds holding CFG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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