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NFJ Investment Group’s Citizens Financial Group CFG Stock Holding History

NFJ Investment 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
2026
Q2 		$11.9M Buy
169,975
+29,279
+21% +$1.89M 0.4% 73
2026
Q1 		$8.44M Sell
140,696
-31,585
-18% -$1.94M 0.32% 80
2025
Q4 		$10.1M Sell
172,281
-822
-0.5% -$44.2K 0.36% 77
2025
Q3 		$9.2M Sell
173,103
-28,974
-14% -$1.44M 0.32% 84
2025
Q2 		$9.04M Sell
202,077
-4,999
-2% -$197K 0.32% 89
2025
Q1 		$8.48M Sell
207,076
-15,927
-7% -$711K 0.29% 93
2024
Q4 		$9.76M Sell
223,003
-1,655
-0.7% -$73.2K 0.31% 98
2024
Q3 		$9.23M Sell
224,658
-208,886
-48% -$8.44M 0.27% 106
2024
Q2 		$15.6M Sell
433,544
-31,254
-7% -$1.09M 0.48% 68
2024
Q1 		$16.9M Sell
464,798
-49,537
-10% -$1.63M 0.46% 67
2023
Q4 		$17M Sell
514,335
-126,550
-20% -$3.48M 0.47% 69
2023
Q3 		$17.2M Buy
640,885
+79,443
+14% +$2.27M 0.5% 65
2023
Q2 		$14.6M Buy
561,442
+293,887
+110% +$8.1M 0.39% 72
2023
Q1 		$8.13M Sell
267,555
-7,957
-3% -$312K 0.22% 134
2022
Q4 		$10.8M Sell
275,512
-115,341
-30% -$4.5M 0.28% 113
2022
Q3 		$21.7M Buy
390,853
+39,668
+11% +$1.47M 0.57% 51
2022
Q2 		$12.5M Buy
+351,185
New +$13.9M 0.3% 114
2022
Q1 		– Sell
-250,382
Closed -$11.8M – 334
2021
Q4 		$11.8M Sell
250,382
-25,935
-9% -$1.25M 0.22% 151
2021
Q3 		$13M Sell
276,317
-9,540
-3% -$419K 0.25% 132
2021
Q2 		$13.1M Buy
+285,857
New +$13.5M 0.25% 128

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

NFJ Investment Group's CFG Position: Q2 2026 in Review

NFJ Investment Group increased its Citizens Financial Group (CFG) stake by 21% in Q2 2026, buying an estimated $1.89M and bringing the position to 169,975 shares worth $11.9M. The position accounts for 0.4% of the portfolio, ranked #73.

NFJ Investment Group first reported a position in CFG in Q2 2021 and has held it in 20 quarters since. The position peaked at $21.7M in Q3 2022. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • NFJ Investment Group held 169,975 shares of Citizens Financial Group worth $11.9M as of Q2 2026.
  • NFJ Investment Group bought 29,279 Citizens Financial Group shares in Q2 2026, an estimated $1.89M.
  • Citizens Financial Group made up 0.4% of NFJ Investment Group's portfolio in Q2 2026, its #73 holding.
  • NFJ Investment Group first reported a position in Citizens Financial Group in Q2 2021 and has held it in 20 quarters since.
  • NFJ Investment Group's Citizens Financial Group position peaked at $21.7M in Q3 2022.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.