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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

NFJ Investment Group's CFG Position: Q1 2026 in Review

NFJ Investment Group reduced its Citizens Financial Group (CFG) stake by 18% in Q1 2026, selling an estimated $1.94M and leaving 140,696 shares worth $8.44M. The position accounts for 0.32% of the portfolio, ranked #80.

NFJ Investment Group first reported a position in CFG in Q2 2021 and has held it in 19 quarters since. The position peaked at $21.7M in Q3 2022. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • NFJ Investment Group held 140,696 shares of Citizens Financial Group worth $8.44M as of Q1 2026.
  • NFJ Investment Group sold 31,585 Citizens Financial Group shares in Q1 2026, an estimated $1.94M.
  • Citizens Financial Group made up 0.32% of NFJ Investment Group's portfolio in Q1 2026, its #80 holding.
  • NFJ Investment Group first reported a position in Citizens Financial Group in Q2 2021 and has held it in 19 quarters since.
  • NFJ Investment Group's Citizens Financial Group position peaked at $21.7M in Q3 2022.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.