Northwestern Mutual Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.41M | Sell |
20,105
-10,053
| -33% | -$648K | ﹤0.01% | 1291 |
|
|
2026
Q1 | $1.81M | Buy |
30,158
+3,565
| +13% | +$219K | ﹤0.01% | 1143 |
|
|
2025
Q4 | $1.55M | Sell |
26,593
-382
| -1% | -$20.5K | ﹤0.01% | 1138 |
|
|
2025
Q3 | $1.43M | Buy |
26,975
+5,021
| +23% | +$250K | ﹤0.01% | 1113 |
|
|
2025
Q2 | $982K | Buy |
21,954
+6,461
| +42% | +$254K | ﹤0.01% | 1172 |
|
|
2025
Q1 | $635K | Sell |
15,493
-2,807
| -15% | -$125K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $801K | Sell |
18,300
-1,153
| -6% | -$51K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $799K | Sell |
19,453
-781
| -4% | -$31.6K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $729K | Sell |
20,234
-5,358
| -21% | -$187K | ﹤0.01% | 1123 |
|
|
2024
Q1 | $929K | Sell |
25,592
-6,212
| -20% | -$204K | ﹤0.01% | 1030 |
|
|
2023
Q4 | $1.05M | Buy |
31,804
+587
| +2% | +$16.2K | ﹤0.01% | 957 |
|
|
2023
Q3 | $837K | Buy |
31,217
+6,725
| +27% | +$192K | ﹤0.01% | 1003 |
|
|
2023
Q2 | $639K | Sell |
24,492
-7,485
| -23% | -$206K | ﹤0.01% | 1077 |
|
|
2023
Q1 | $971K | Buy |
31,977
+18,119
| +131% | +$710K | ﹤0.01% | 904 |
|
|
2022
Q4 | $546K | Buy |
13,858
+2,302
| +20% | +$89.9K | ﹤0.01% | 1071 |
|
|
2022
Q3 | $397K | Buy |
11,556
+229
| +2% | +$8.47K | ﹤0.01% | 1147 |
|
|
2022
Q2 | $405K | Buy |
11,327
+3,244
| +40% | +$128K | ﹤0.01% | 1129 |
|
|
2022
Q1 | $366K | Sell |
8,083
-3,635
| -31% | -$187K | ﹤0.01% | 1200 |
|
|
2021
Q4 | $553K | Buy |
11,718
+2,763
| +31% | +$133K | ﹤0.01% | 1031 |
|
|
2021
Q3 | $420K | Buy |
8,955
+1,784
| +25% | +$78.3K | ﹤0.01% | 1057 |
|
|
2021
Q2 | $329K | Buy |
7,171
+1,244
| +21% | +$58.7K | ﹤0.01% | 1124 |
|
|
2021
Q1 | $261K | Sell |
5,927
-404
| -6% | -$16.8K | ﹤0.01% | 1151 |
|
|
2020
Q4 | $227K | Sell |
6,331
-761
| -11% | -$23.9K | ﹤0.01% | 1102 |
|
|
2020
Q3 | $180K | Buy |
7,092
+613
| +9% | +$15.6K | ﹤0.01% | 1058 |
|
|
2020
Q2 | $164K | Buy |
6,479
+1,252
| +24% | +$28.4K | ﹤0.01% | 1040 |
|
|
2020
Q1 | $98K | Buy |
5,227
+1,915
| +58% | +$62.5K | ﹤0.01% | 1120 |
|
|
2019
Q4 | $134K | Buy |
3,312
+581
| +21% | +$21.7K | ﹤0.01% | 1103 |
|
|
2019
Q3 | $97K | Sell |
2,731
-67
| -2% | -$2.34K | ﹤0.01% | 1168 |
|
|
2019
Q2 | $99K | Sell |
2,798
-15,767
| -85% | -$550K | ﹤0.01% | 1126 |
|
|
2019
Q1 | $603K | Buy |
18,565
+16,715
| +904% | +$579K | ﹤0.01% | 575 |
|
|
2018
Q4 | $55K | Sell |
1,850
-210
| -10% | -$7.36K | ﹤0.01% | 1210 |
|
|
2018
Q3 | $80K | Buy |
2,060
+201
| +11% | +$8.11K | ﹤0.01% | 1126 |
|
|
2018
Q2 | $72K | Sell |
1,859
-40
| -2% | -$1.67K | ﹤0.01% | 1100 |
|
|
2018
Q1 | $79K | Sell |
1,899
-364
| -16% | -$16.3K | ﹤0.01% | 1035 |
|
|
2017
Q4 | $95K | Buy |
2,263
+320
| +16% | +$12.5K | ﹤0.01% | 937 |
|
|
2017
Q3 | $74K | Buy |
1,943
+271
| +16% | +$9.48K | ﹤0.01% | 979 |
|
|
2017
Q2 | $59K | Buy |
1,672
+1,115
| +200% | +$39.5K | ﹤0.01% | 1031 |
|
|
2017
Q1 | $19K | Sell |
557
-607
| -52% | -$22.1K | ﹤0.01% | 1352 |
|
|
2016
Q4 | $42K | Buy |
+1,164
| New | +$35.3K | ﹤0.01% | 1084 |
|
|
2016
Q3 | – | Sell |
-1,851
| Closed | -$37K | – | 395 |
|
|
2016
Q2 | $37K | Buy |
1,851
+449
| +32% | +$9.97K | ﹤0.01% | 982 |
|
|
2016
Q1 | $29K | Buy |
1,402
+1,282
| +1,068% | +$27.2K | ﹤0.01% | 1055 |
|
|
2015
Q4 | $3K | Sell |
120
-48
| -29% | -$1.21K | ﹤0.01% | 1383 |
|
|
2015
Q3 | $4K | Buy |
168
+101
| +151% | +$2.58K | ﹤0.01% | 1291 |
|
|
2015
Q2 | $1K | Buy |
+67
| New | +$1.78K | ﹤0.01% | 1302 |
|
Other funds holding CFG
Northwestern Mutual Wealth Management's CFG Position: Q2 2026 in Review
Northwestern Mutual Wealth Management reduced its Citizens Financial Group (CFG) stake by 33% in Q2 2026, selling an estimated $648K and leaving 20,105 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1291.
Northwestern Mutual Wealth Management first reported a position in CFG in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.81M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.
- Northwestern Mutual Wealth Management held 20,105 shares of Citizens Financial Group worth $1.41M as of Q2 2026.
- Northwestern Mutual Wealth Management sold 10,053 Citizens Financial Group shares in Q2 2026, an estimated $648K.
- Citizens Financial Group made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1291 holding.
- Northwestern Mutual Wealth Management first reported a position in Citizens Financial Group in Q2 2015 and has held it in 44 quarters since.
- Northwestern Mutual Wealth Management's Citizens Financial Group position peaked at $1.81M in Q1 2026.
- 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.