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New Mexico Educational Retirement Board’s Citizens Financial Group CFG Stock Holding History

New Mexico Educational Retirement Board’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 		$1.49M Buy
21,200
+1,300
+7% +$83.8K 0.04% 526
2026
Q1 		$1.19M Hold
19,900
– – 0.04% 563
2025
Q4 		$1.16M Buy
19,900
+300
+2% +$16.1K 0.03% 584
2025
Q3 		$1.04M Sell
19,600
-1,000
-5% -$49.8K 0.03% 618
2025
Q2 		$922K Hold
20,600
– – 0.03% 665
2025
Q1 		$844K Sell
20,600
-800
-4% -$35.7K 0.03% 685
2024
Q4 		$936K Sell
21,400
-800
-4% -$35.4K 0.03% 661
2024
Q3 		$912K Sell
22,200
-1,300
-6% -$52.5K 0.03% 687
2024
Q2 		$847K Hold
23,500
– – 0.03% 684
2024
Q1 		$853K Sell
23,500
-1,700
-7% -$55.8K 0.03% 689
2023
Q4 		$835K Hold
25,200
– – 0.03% 696
2023
Q3 		$675K Buy
25,200
+1,300
+5% +$37.2K 0.03% 728
2023
Q2 		$623K Buy
23,900
+1,100
+5% +$30.3K 0.03% 758
2023
Q1 		$692K Sell
22,800
-700
-3% -$27.4K 0.03% 660
2022
Q4 		$925K Sell
23,500
-1,600
-6% -$62.5K 0.05% 450
2022
Q3 		$862K Sell
25,100
-2,300
-8% -$85.1K 0.05% 458
2022
Q2 		$978K Buy
27,400
+2,600
+10% +$103K 0.05% 431
2022
Q1 		$1.12M Sell
24,800
-1,200
-5% -$61.7K 0.04% 524
2021
Q4 		$1.23M Sell
26,000
-1,900
-7% -$91.5K 0.04% 526
2021
Q3 		$1.31M Sell
27,900
-400
-1% -$17.6K 0.05% 480
2021
Q2 		$1.3M Buy
28,300
+1,300
+5% +$61.4K 0.04% 502
2021
Q1 		$1.19M Hold
27,000
– – 0.05% 444
2020
Q4 		$966K Sell
27,000
-400
-1% -$12.6K 0.04% 491
2020
Q3 		$693K Sell
27,400
-1,900
-6% -$48.2K 0.03% 597
2020
Q2 		$740K Buy
29,300
+2,000
+7% +$45.4K 0.04% 595
2020
Q1 		$514K Sell
27,300
-8,100
-23% -$264K 0.03% 637
2019
Q4 		$1.44M Hold
35,400
– – 0.06% 334
2019
Q3 		$1.25M Sell
35,400
-2,300
-6% -$80.3K 0.06% 352
2019
Q2 		$1.33M Sell
37,700
-1,300
-3% -$45.3K 0.06% 349
2019
Q1 		$1.27M Sell
39,000
-1,500
-4% -$52K 0.05% 383
2018
Q4 		$1.2M Sell
40,500
-2,700
-6% -$94.7K 0.06% 350
2018
Q3 		$1.67M Sell
43,200
-1,700
-4% -$68.6K 0.06% 328
2018
Q2 		$1.75M Sell
44,900
-2,000
-4% -$83.3K 0.07% 304
2018
Q1 		$1.97M Sell
46,900
-1,200
-2% -$53.9K 0.07% 295
2017
Q4 		$2.02M Buy
48,100
+1,000
+2% +$39.1K 0.08% 281
2017
Q3 		$1.78M Hold
47,100
– – 0.09% 276
2017
Q2 		$1.65M Sell
47,100
-4,500
-9% -$160K 0.08% 287
2017
Q1 		$1.78M Sell
51,600
-3,900
-7% -$142K 0.08% 284
2016
Q4 		$1.98M Buy
55,500
+2,000
+4% +$60.6K 0.09% 259
2016
Q3 		$1.32M Sell
53,500
-8,100
-13% -$186K 0.07% 328
2016
Q2 		$1.23M Buy
61,600
+3,200
+5% +$71K 0.06% 367
2016
Q1 		$1.22M Buy
+58,400
New +$1.24M 0.06% 348

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

New Mexico Educational Retirement Board's CFG Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Citizens Financial Group (CFG) stake by 6.5% in Q2 2026, buying an estimated $83.8K and bringing the position to 21,200 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #526.

New Mexico Educational Retirement Board first reported a position in CFG in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.02M in Q4 2017. 429 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • New Mexico Educational Retirement Board held 21,200 shares of Citizens Financial Group worth $1.49M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 1,300 Citizens Financial Group shares in Q2 2026, an estimated $83.8K.
  • Citizens Financial Group made up 0.04% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #526 holding.
  • New Mexico Educational Retirement Board first reported a position in Citizens Financial Group in Q1 2016 and has held it in 42 quarters since.
  • New Mexico Educational Retirement Board's Citizens Financial Group position peaked at $2.02M in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.