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Pointe Capital Management’s Citizens Financial Group CFG Stock Holding History

Pointe Capital Management’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 		$358K Hold
5,963
– – 0.18% 111
2025
Q4 		$348K Sell
5,963
-325
-5% -$17.5K 0.17% 112
2025
Q3 		$334K Hold
6,288
– – 0.16% 123
2025
Q2 		$281K Hold
6,288
– – 0.15% 128
2025
Q1 		$258K Hold
6,288
– – 0.15% 128
2024
Q4 		$275K Hold
6,288
– – 0.16% 125
2024
Q3 		$258K Sell
6,288
-9,269
-60% -$375K 0.15% 137
2024
Q2 		$561K Sell
15,557
-14
-0.1% -$488 0.35% 78
2024
Q1 		$565K Hold
15,571
– – 0.35% 78
2023
Q4 		$516K Buy
15,571
+118
+0.8% +$3.25K 0.36% 74
2023
Q3 		$414K Sell
15,453
-587
-4% -$16.8K 0.31% 83
2023
Q2 		$418K Sell
16,040
-348
-2% -$9.59K 0.32% 82
2023
Q1 		$498K Sell
16,388
-1,596
-9% -$62.5K 0.36% 69
2022
Q4 		$708K Sell
17,984
-458
-2% -$17.9K 0.54% 45
2022
Q3 		$634K Buy
18,442
+126
+0.7% +$4.66K 0.51% 52
2022
Q2 		$654K Hold
18,316
– – 0.49% 51
2022
Q1 		$830K Buy
18,316
+275
+2% +$14.1K 0.53% 43
2021
Q4 		$852K Buy
18,041
+400
+2% +$19.3K 0.52% 43
2021
Q3 		$829K Buy
17,641
+160
+0.9% +$7.03K 0.57% 43
2021
Q2 		$802K Buy
17,481
+374
+2% +$17.6K 0.56% 40
2021
Q1 		$755K Buy
17,107
+1,113
+7% +$46.3K 0.53% 43
2020
Q4 		$572K Sell
15,994
-2,155
-12% -$67.6K 0.49% 54
2020
Q3 		$459K Buy
18,149
+317
+2% +$8.04K 0.4% 67
2020
Q2 		$450K Sell
17,832
-164
-0.9% -$3.72K 0.4% 70
2020
Q1 		$339K Sell
17,996
-1,008
-5% -$32.9K 0.33% 81
2019
Q4 		$772K Sell
19,004
-44
-0.2% -$1.65K 0.65% 47
2019
Q3 		$674K Sell
19,048
-123
-0.6% -$4.29K 0.57% 50
2019
Q2 		$678K Buy
19,171
+1,670
+10% +$58.2K 0.56% 53
2019
Q1 		$569K Sell
17,501
-175
-1% -$6.06K 0.48% 60
2018
Q4 		$526K Sell
17,676
-387
-2% -$13.6K 0.51% 55
2018
Q3 		$697K Buy
18,063
+1,358
+8% +$54.8K 0.55% 52
2018
Q2 		$650K Sell
16,705
-1,800
-10% -$75K 0.56% 52
2018
Q1 		$777K Sell
18,505
-52
-0.3% -$2.33K 0.67% 38
2017
Q4 		$779K Sell
18,557
-1,144
-6% -$44.7K 0.62% 42
2017
Q3 		$746K Buy
19,701
+189
+1% +$6.61K 0.55% 53
2017
Q2 		$696K Sell
19,512
-1,888
-9% -$66.9K 0.5% 57
2017
Q1 		$739K Buy
+21,400
New +$781K 0.56% 49
2016
Q4 		– Sell
-24,703
Closed -$610K – 163
2016
Q3 		$610K Sell
24,703
-431
-2% -$9.91K 0.44% 64
2016
Q2 		$502K Buy
25,134
+24
+0.1% +$533 0.37% 81
2016
Q1 		$526K Buy
25,110
+263
+1% +$5.58K 0.42% 76
2015
Q4 		$651K Sell
24,847
-7,479
-23% -$188K 0.47% 64
2015
Q3 		$771K Buy
32,326
+1,325
+4% +$33.8K 0.47% 61
2015
Q2 		$847K Buy
31,001
+14,899
+93% +$395K 0.38% 65
2015
Q1 		$389K Buy
+16,102
New +$395K 0.18% 101

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

Pointe Capital Management's CFG Position: Q1 2026 in Review

Pointe Capital Management held its Citizens Financial Group (CFG) position steady in Q1 2026 at 5,963 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #111.

Pointe Capital Management first reported a position in CFG in Q1 2015 and has held it in 44 quarters since. The position peaked at $852K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Pointe Capital Management held 5,963 shares of Citizens Financial Group worth $358K as of Q1 2026.
  • Pointe Capital Management left its Citizens Financial Group share count unchanged in Q1 2026.
  • Citizens Financial Group made up 0.18% of Pointe Capital Management's portfolio in Q1 2026, its #111 holding.
  • Pointe Capital Management first reported a position in Citizens Financial Group in Q1 2015 and has held it in 44 quarters since.
  • Pointe Capital Management's Citizens Financial Group position peaked at $852K in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.