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

MidWestOne 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
2025
Q4 		$311K Hold
5,324
– – 0.03% 251
2025
Q3 		$283K Hold
5,324
– – 0.03% 255
2025
Q2 		$238K Hold
5,324
– – 0.03% 269
2025
Q1 		$218K Sell
5,324
-50
-0.9% -$2.23K 0.03% 262
2024
Q4 		$235K Hold
5,374
– – 0.03% 264
2024
Q3 		$221K Buy
+5,374
New +$217K 0.03% 275
2023
Q3 		– Sell
-51,328
Closed -$1.34M – 272
2023
Q2 		$1.34M Buy
51,328
+4,685
+10% +$129K 0.29% 89
2023
Q1 		$1.42M Buy
46,643
+6,387
+16% +$250K 0.32% 74
2022
Q4 		$1.58M Buy
40,256
+7,658
+23% +$299K 0.35% 60
2022
Q3 		$1.12M Buy
32,598
+7,926
+32% +$293K 0.29% 79
2022
Q2 		$881K Sell
24,672
-419
-2% -$16.5K 0.22% 111
2022
Q1 		$1.14M Buy
25,091
+718
+3% +$36.9K 0.25% 98
2021
Q4 		$1.15M Buy
24,373
+2,699
+12% +$130K 0.24% 103
2021
Q3 		$1.02M Buy
21,674
+6,714
+45% +$295K 0.24% 101
2021
Q2 		$686K Sell
14,960
-296
-2% -$14K 0.16% 130
2021
Q1 		$674K Sell
15,256
-12,819
-46% -$533K 0.16% 129
2020
Q4 		$1M Sell
28,075
-6,100
-18% -$191K 0.28% 91
2020
Q3 		$864K Buy
34,175
+11,535
+51% +$293K 0.29% 97
2020
Q2 		$571K Buy
22,640
+2,980
+15% +$67.6K 0.24% 79
2020
Q1 		$370K Buy
19,660
+14,694
+296% +$479K 0.14% 135
2019
Q4 		$201K Buy
+4,966
New +$186K 0.04% 226
2019
Q3 		– Sell
-37,515
Closed -$1.33M – 227
2019
Q2 		$1.33M Buy
+37,515
New +$1.31M 0.36% 61

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

MidWestOne Financial Group's CFG Position: Q4 2025 in Review

MidWestOne Financial Group held its Citizens Financial Group (CFG) position steady in Q4 2025 at 5,324 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #251.

MidWestOne Financial Group first reported a position in CFG in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.58M in Q4 2022. 965 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • MidWestOne Financial Group held 5,324 shares of Citizens Financial Group worth $311K as of Q4 2025.
  • MidWestOne Financial Group left its Citizens Financial Group share count unchanged in Q4 2025.
  • Citizens Financial Group made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #251 holding.
  • MidWestOne Financial Group first reported a position in Citizens Financial Group in Q2 2019 and has held it in 22 quarters since.
  • MidWestOne Financial Group's Citizens Financial Group position peaked at $1.58M in Q4 2022.
  • 965 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.