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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Moors & Cabot's CFG Position: Q2 2026 in Review

Moors & Cabot reduced its Citizens Financial Group (CFG) stake by 2.9% in Q2 2026, selling an estimated $11.1K and leaving 5,748 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #634.

Moors & Cabot first reported a position in CFG in Q2 2015 and has held it in 43 quarters since. The position peaked at $3.63M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Moors & Cabot held 5,748 shares of Citizens Financial Group worth $403K as of Q2 2026.
  • Moors & Cabot sold 172 Citizens Financial Group shares in Q2 2026, an estimated $11.1K.
  • Citizens Financial Group made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #634 holding.
  • Moors & Cabot first reported a position in Citizens Financial Group in Q2 2015 and has held it in 43 quarters since.
  • Moors & Cabot's Citizens Financial Group position peaked at $3.63M in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.