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Portfolio Design Labs’s Citizens Financial Group CFG Stock Holding History

Portfolio Design Labs’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 		$1.56M Sell
26,050
-6,361
-20% -$391K 0.28% 72
2025
Q4 		$1.89M Buy
32,411
+2,671
+9% +$144K 0.31% 73
2025
Q3 		$1.58M Buy
+29,740
New +$1.48M 0.27% 81

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

Portfolio Design Labs's CFG Position: Q1 2026 in Review

Portfolio Design Labs reduced its Citizens Financial Group (CFG) stake by 20% in Q1 2026, selling an estimated $391K and leaving 26,050 shares worth $1.56M. The position accounts for 0.28% of the portfolio, ranked #72.

Portfolio Design Labs first reported a position in CFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.89M in Q4 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Portfolio Design Labs held 26,050 shares of Citizens Financial Group worth $1.56M as of Q1 2026.
  • Portfolio Design Labs sold 6,361 Citizens Financial Group shares in Q1 2026, an estimated $391K.
  • Citizens Financial Group made up 0.28% of Portfolio Design Labs's portfolio in Q1 2026, its #72 holding.
  • Portfolio Design Labs first reported a position in Citizens Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Portfolio Design Labs's Citizens Financial Group position peaked at $1.89M in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.