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New York Life Investment Management’s Citizens Financial Group CFG Stock Holding History

New York Life Investment 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 		$4.43M Sell
63,253
-265
-0.4% -$17.1K 0.03% 371
2026
Q1 		$3.81M Buy
63,518
+932
+1% +$57.3K 0.03% 392
2025
Q4 		$3.66M Sell
62,586
-541
-0.9% -$29.1K 0.03% 387
2025
Q3 		$3.36M Sell
63,127
-1,994
-3% -$99.3K 0.03% 422
2025
Q2 		$2.91M Buy
65,121
+189
+0.3% +$7.44K 0.03% 443
2025
Q1 		$2.66M Sell
64,932
-903
-1% -$40.3K 0.03% 472
2024
Q4 		$2.88M Sell
65,835
-854
-1% -$37.8K 0.03% 465
2024
Q3 		$2.74M Sell
66,689
-3,094
-4% -$125K 0.03% 502
2024
Q2 		$2.51M Sell
69,783
-849
-1% -$29.6K 0.03% 498
2024
Q1 		$2.56M Sell
70,632
-2,734
-4% -$89.7K 0.03% 498
2023
Q4 		$2.43M Sell
73,366
-366
-0.5% -$10.1K 0.02% 503
2023
Q3 		$1.98M Sell
73,732
-2,124
-3% -$60.7K 0.02% 521
2023
Q2 		$1.98M Sell
75,856
-1,655
-2% -$45.6K 0.02% 513
2023
Q1 		$2.35M Sell
77,511
-63
-0.1% -$2.47K 0.03% 473
2022
Q4 		$3.05M Sell
77,574
-477
-0.6% -$18.6K 0.03% 430
2022
Q3 		$2.68M Buy
78,051
+300
+0.4% +$11.1K 0.03% 445
2022
Q2 		$2.78M Buy
+77,751
New +$3.07M 0.03% 427

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

New York Life Investment Management's CFG Position: Q2 2026 in Review

New York Life Investment Management reduced its Citizens Financial Group (CFG) stake by 0.42% in Q2 2026, selling an estimated $17.1K and leaving 63,253 shares worth $4.43M. The position accounts for 0.03% of the portfolio, ranked #371.

New York Life Investment Management first reported a position in CFG in Q2 2022 and has held it in 17 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • New York Life Investment Management held 63,253 shares of Citizens Financial Group worth $4.43M as of Q2 2026.
  • New York Life Investment Management sold 265 Citizens Financial Group shares in Q2 2026, an estimated $17.1K.
  • Citizens Financial Group made up 0.03% of New York Life Investment Management's portfolio in Q2 2026, its #371 holding.
  • New York Life Investment Management first reported a position in Citizens Financial Group in Q2 2022 and has held it in 17 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.