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Paloma Partners’s Citizens Financial Group CFG Stock Holding History

Paloma 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
2023
Q2 		– Sell
-14,900
Closed -$453K – 760
2023
Q1 		$453K Sell
14,900
-19,100
-56% -$748K 0.02% 505
2022
Q4 		$1.34M Buy
+34,000
New +$1.33M 0.06% 300
2018
Q3 		– Sell
-7,100
Closed -$276K – 1584
2018
Q2 		$276K Buy
+7,100
New +$296K 0.01% 1323

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Paloma Partners's CFG Position: Q4 2024 in Review

Paloma Partners sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 23,645 shares — an estimated $971K sold.

Paloma Partners first reported a position in CFG in Q2 2015 and held it in 26 quarters. The position peaked at $10.2M in Q1 2021. 821 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • Paloma Partners reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 23,645 Citizens Financial Group shares in Q4 2024, an estimated $971K.
  • Paloma Partners first reported a position in Citizens Financial Group in Q2 2015 and held it in 26 quarters.
  • Paloma Partners's Citizens Financial Group position peaked at $10.2M in Q1 2021.
  • 821 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.