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Next Financial Group’s Citizens Financial Group CFG Stock Holding History

Next Financial Group’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
2021
Q4 		$413K Buy
8,724
+5,623
+181% +$271K 0.03% 625
2021
Q3 		$146K Buy
3,101
+218
+8% +$9.57K 0.01% 962
2021
Q2 		$132K Buy
2,883
+274
+11% +$12.9K 0.01% 985
2021
Q1 		$115K Buy
2,609
+2,583
+9,935% +$107K 0.01% 968
2020
Q4 		$1K Hold
26
– – ﹤0.01% 2255
2020
Q3 		$1K Buy
+26
New +$660 ﹤0.01% 2090
2020
Q2 		– Sell
-26
Closed – – 804
2020
Q1 		$0 Hold
26
– – ﹤0.01% 2152
2019
Q4 		$1K Sell
26
-40
-61% -$1.5K ﹤0.01% 2256
2019
Q3 		$2K Sell
66
-6,889
-99% -$240K ﹤0.01% 2095
2019
Q2 		$246K Sell
6,955
-204
-3% -$7.11K 0.03% 584
2019
Q1 		$232K Buy
7,159
+6,639
+1,277% +$230K 0.06% 321
2018
Q4 		$15K Sell
520
-160
-24% -$5.61K ﹤0.01% 1193
2018
Q3 		$26K Buy
+680
New +$27.4K 0.01% 702
2017
Q3 		– Sell
-32
Closed -$1K – 1764
2017
Q2 		$1K Buy
+32
New +$1.14K ﹤0.01% 1813
2016
Q3 		– Sell
-4
Closed – – 2369
2016
Q2 		$0 Hold
4
– – ﹤0.01% 1747
2016
Q1 		$0 Hold
4
– – ﹤0.01% 1737
2015
Q4 		$0 Buy
4
+3
+300% +$76 ﹤0.01% 1785
2015
Q3 		$0 Hold
1
– – ﹤0.01% 1828
2015
Q2 		$0 Buy
+1
New +$27 ﹤0.01% 1849

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Next Financial Group's CFG Position: Q4 2021 in Review

Next Financial Group increased its Citizens Financial Group (CFG) stake by 181% in Q4 2021, buying an estimated $271K and bringing the position to 8,724 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #625.

Next Financial Group first reported a position in CFG in Q2 2015 and has held it in 19 quarters since. 748 funds tracked by Wall St. Rank hold CFG as of Q4 2021.

  • Next Financial Group held 8,724 shares of Citizens Financial Group worth $413K as of Q4 2021.
  • Next Financial Group bought 5,623 Citizens Financial Group shares in Q4 2021, an estimated $271K.
  • Citizens Financial Group made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #625 holding.
  • Next Financial Group first reported a position in Citizens Financial Group in Q2 2015 and has held it in 19 quarters since.
  • 748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.