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NorthRock Partners’s Citizens Financial Group CFG Stock Holding History

NorthRock Partners’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
2025
Q4 		– Sell
-10,727
Closed -$570K – 674
2025
Q3 		$570K Buy
10,727
+3,819
+55% +$190K 0.01% 495
2025
Q2 		$309K Buy
6,908
+1,116
+19% +$43.9K 0.01% 525
2025
Q1 		$237K Buy
5,792
+421
+8% +$18.8K 0.01% 520
2024
Q4 		$235K Buy
5,371
+193
+4% +$8.53K 0.01% 537
2024
Q3 		$213K Buy
+5,178
New +$209K 0.01% 592
2022
Q3 		– Sell
-6,611
Closed -$236K – 304
2022
Q2 		$236K Buy
+6,611
New +$261K 0.02% 263
2020
Q1 		– Sell
-7,806
Closed -$317K – 219
2019
Q4 		$317K Sell
7,806
-10,105
-56% -$378K 0.03% 203
2019
Q3 		$634K Buy
+17,911
New +$625K 0.09% 108

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

NorthRock Partners's CFG Position: Q4 2025 in Review

NorthRock Partners sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 10,727 shares — an estimated $570K sold.

NorthRock Partners first reported a position in CFG in Q3 2019 and held it in 8 quarters. The position peaked at $634K in Q3 2019. 962 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • NorthRock Partners reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 10,727 Citizens Financial Group shares in Q4 2025, an estimated $570K.
  • NorthRock Partners first reported a position in Citizens Financial Group in Q3 2019 and held it in 8 quarters.
  • NorthRock Partners's Citizens Financial Group position peaked at $634K in Q3 2019.
  • 962 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.