MV Capital Management’s Citizens Financial Group CFG Stock Holding History

MV Capital Management’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 Q2	$4.23M	Buy	60,431 +521	+0.9%	+$33.6K	0.38%	48
2026 Q1	$3.59M	Sell	59,910 -1,131	-2%	-$69.5K	0.35%	54
2025 Q4	$3.57M	Buy	61,041 +1,046	+2%	+$56.2K	0.34%	51
2025 Q3	$3.19M	Sell	59,995 -3,543	-6%	-$176K	0.31%	60
2025 Q2	$2.84M	Sell	63,538 -2,678	-4%	-$105K	0.29%	61
2025 Q1	$2.71M	Sell	66,216 -1,699	-3%	-$75.8K	0.29%	62
2024 Q4	$2.97M	Sell	67,915 -98	-0.1%	-$4.33K	0.32%	56
2024 Q3	$2.79M	Buy	68,013 +764	+1%	+$30.9K	0.3%	65
2024 Q2	$2.42M	Buy	67,249 +1,476	+2%	+$51.5K	0.27%	66
2024 Q1	$2.39M	Buy	65,773 +38,491	+141%	+$1.26M	0.27%	67
2023 Q4	$904K	Sell	27,282 -38,461	-59%	-$1.06M	0.11%	88
2023 Q3	$1.76M	Buy	65,743 +1,575	+2%	+$45K	0.24%	67
2023 Q2	$1.67M	Buy	64,168 +10,895	+20%	+$300K	0.22%	66
2023 Q1	$1.62M	Buy	53,273 +699	+1%	+$27.4K	0.23%	64
2022 Q4	$2.07M	Buy	52,574 +598	+1%	+$23.4K	0.32%	49
2022 Q3	$1.79M	Buy	51,976 +5,170	+11%	+$191K	0.31%	51
2022 Q2	$1.67M	Sell	46,806 -69	-0.1%	-$2.73K	0.28%	59
2022 Q1	$2.13M	Buy	46,875 +455	+1%	+$23.4K	0.32%	56
2021 Q4	$2.19M	Buy	46,420 +1,269	+3%	+$61.1K	0.32%	56
2021 Q3	$2.12M	Buy	45,151 +2,685	+6%	+$118K	0.35%	48
2021 Q2	$1.95M	Buy	42,466 +2,216	+6%	+$105K	0.33%	52
2021 Q1	$1.78M	Buy	40,250 +5,676	+16%	+$236K	0.32%	51
2020 Q4	$1.24M	Buy	34,574 +6,812	+25%	+$214K	0.23%	55
2020 Q3	$702K	Buy	27,762 +5,952	+27%	+$151K	0.15%	72
2020 Q2	$550K	Buy	21,810 +4,979	+30%	+$113K	0.13%	69
2020 Q1	$317K	Buy	16,831 +4,033	+32%	+$132K	0.08%	78
2019 Q4	$520K	Buy	12,798 +2,397	+23%	+$89.7K	0.11%	75
2019 Q3	$368K	Buy	10,401 +910	+10%	+$31.8K	0.08%	84
2019 Q2	$336K	Buy	9,491 +1,465	+18%	+$51.1K	0.08%	83
2019 Q1	$261K	Buy	8,026 +116	+1%	+$4.02K	0.06%	91
2018 Q4	$235K	Buy	7,910 +1,333	+20%	+$46.7K	0.07%	86
2018 Q3	$254K	Sell	6,577 -54	-0.8%	-$2.18K	0.06%	85
2018 Q2	$258K	Buy	6,631 +12	+0.2%	+$500	0.07%	81
2018 Q1	$278K	Sell	6,619 -196	-3%	-$8.8K	0.07%	75
2017 Q4	$286K	Sell	6,815 -123	-2%	-$4.81K	0.08%	73
2017 Q3	$263K	Sell	6,938 -722	-9%	-$25.3K	0.07%	76
2017 Q2	$273K	Buy	7,660 +1,346	+21%	+$47.7K	0.08%	77
2017 Q1	$218K	Sell	6,314 -478	-7%	-$17.4K	0.07%	84
2016 Q4	$242K	Sell	6,792 -832	-11%	-$25.2K	0.09%	81
2016 Q3	$188K	Sell	7,624 -1,155	-13%	-$26.5K	0.07%	86
2016 Q2	$175K	Buy	+8,779	New	+$195K	0.06%	96

Other funds holding CFG

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

MV Capital Management's CFG Position: Q2 2026 in Review

MV Capital Management increased its Citizens Financial Group (CFG) stake by 0.87% in Q2 2026, buying an estimated $33.6K and bringing the position to 60,431 shares worth $4.23M. The position accounts for 0.38% of the portfolio, ranked #48.

MV Capital Management first reported a position in CFG in Q2 2016 and has held it in 41 quarters since. 429 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

MV Capital Management held 60,431 shares of Citizens Financial Group worth $4.23M as of Q2 2026.
MV Capital Management bought 521 Citizens Financial Group shares in Q2 2026, an estimated $33.6K.
Citizens Financial Group made up 0.38% of MV Capital Management's portfolio in Q2 2026, its #48 holding.
MV Capital Management first reported a position in Citizens Financial Group in Q2 2016 and has held it in 41 quarters since.
429 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.