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Migdal Insurance & Financial Holdings’s Citizens Financial Group CFG Stock Holding History

Migdal Insurance & Financial Holdings’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
Q1 		– Sell
-641
Closed -$28K – 414
2024
Q4 		$28K Buy
+641
New +$28.3K ﹤0.01% 257
2018
Q4 		– Sell
-5,091
Closed -$196K – 711
2018
Q3 		$196K Buy
5,091
+2,276
+81% +$91.8K ﹤0.01% 523
2018
Q2 		$110K Buy
2,815
+2,782
+8,430% +$116K ﹤0.01% 509
2018
Q1 		$1K Buy
+33
New +$1.48K ﹤0.01% 633

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Migdal Insurance & Financial Holdings's CFG Position: Q1 2025 in Review

Migdal Insurance & Financial Holdings sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 641 shares — an estimated $28K sold.

Migdal Insurance & Financial Holdings first reported a position in CFG in Q1 2018 and held it in 4 quarters. The position peaked at $196K in Q3 2018. 830 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 641 Citizens Financial Group shares in Q1 2025, an estimated $28K.
  • Migdal Insurance & Financial Holdings first reported a position in Citizens Financial Group in Q1 2018 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's Citizens Financial Group position peaked at $196K in Q3 2018.
  • 830 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2025, filed 5 May 2025.