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Moors & Cabot’s Citizens Financial Group CFG Stock Holding History

Moors & Cabot’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
2022
Q1 		– Sell
-10
Closed -$2K – 920
2021
Q4 		$2K Buy
+10
New +$482 ﹤0.01% 891
2021
Q3 		– Sell
-1,000
Closed -$3K – 873
2021
Q2 		$3K Buy
+1,000
New +$47.2K ﹤0.01% 831
2019
Q4 		– Sell
-75,000
Closed -$27K – 631
2019
Q3 		$27K Buy
+75,000
New +$2.62M ﹤0.01% 639

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

Moors & Cabot's CFG Position: Q1 2026 in Review

Moors & Cabot reduced its Citizens Financial Group (CFG) stake by 6.3% in Q1 2026, selling an estimated $24.4K and leaving 5,920 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #648.

Moors & Cabot first reported a position in CFG in Q2 2015 and has held it in 42 quarters since. The position peaked at $3.63M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Moors & Cabot held 5,920 shares of Citizens Financial Group worth $355K as of Q1 2026.
  • Moors & Cabot sold 397 Citizens Financial Group shares in Q1 2026, an estimated $24.4K.
  • Citizens Financial Group made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #648 holding.
  • Moors & Cabot first reported a position in Citizens Financial Group in Q2 2015 and has held it in 42 quarters since.
  • Moors & Cabot's Citizens Financial Group position peaked at $3.63M in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.