Prelude Capital 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 | $339K | Sell |
4,838
-1,024
| -17% | -$66K | 0.02% | 704 |
|
|
2026
Q1 | $352K | Buy |
5,862
+1,621
| +38% | +$99.6K | 0.03% | 645 |
|
|
2025
Q4 | $248K | Buy |
+4,241
| New | +$228K | 0.02% | 902 |
|
|
2025
Q2 | – | Sell |
-18,626
| Closed | -$763K | – | 1041 |
|
|
2025
Q1 | $763K | Buy |
+18,626
| New | +$831K | 0.06% | 376 |
|
|
2024
Q4 | – | Sell |
-36,952
| Closed | -$1.52M | – | 1257 |
|
|
2024
Q3 | $1.52M | Buy |
36,952
+19,667
| +114% | +$795K | 0.09% | 281 |
|
|
2024
Q2 | $623K | Buy |
+17,285
| New | +$603K | 0.04% | 450 |
|
|
2024
Q1 | – | Sell |
-11,401
| Closed | -$378K | – | 1336 |
|
|
2023
Q4 | $378K | Buy |
+11,401
| New | +$314K | 0.03% | 643 |
|
|
2023
Q3 | – | Sell |
-9,390
| Closed | -$245K | – | 1157 |
|
|
2023
Q2 | $245K | Sell |
9,390
-5,900
| -39% | -$163K | 0.02% | 748 |
|
|
2023
Q1 | $464K | Sell |
15,290
-21,602
| -59% | -$846K | 0.03% | 488 |
|
|
2022
Q4 | $1.45M | Buy |
36,892
+20,509
| +125% | +$801K | 0.08% | 285 |
|
|
2022
Q3 | $563K | Buy |
+16,383
| New | +$606K | 0.02% | 607 |
|
|
2021
Q4 | – | Sell |
-29,973
| Closed | -$1.41M | – | 1993 |
|
|
2021
Q3 | $1.41M | Sell |
29,973
-51,294
| -63% | -$2.25M | 0.04% | 426 |
|
|
2021
Q2 | $3.73M | Buy |
81,267
+46,470
| +134% | +$2.19M | 0.11% | 125 |
|
|
2021
Q1 | $1.54M | Buy |
+34,797
| New | +$1.45M | 0.04% | 429 |
|
|
2020
Q3 | – | Sell |
-12,099
| Closed | -$305K | – | 1878 |
|
|
2020
Q2 | $305K | Buy |
12,099
+11,261
| +1,344% | +$256K | 0.02% | 617 |
|
|
2020
Q1 | $16K | Sell |
838
-8,519
| -91% | -$278K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $380K | Buy |
+9,357
| New | +$350K | 0.01% | 644 |
|
|
2019
Q2 | – | Sell |
-4,363
| Closed | -$152K | – | 1726 |
|
|
2019
Q1 | $142K | Buy |
+4,363
| New | +$151K | 0.01% | 822 |
|
|
2018
Q4 | – | Sell |
-1,930
| Closed | -$74K | – | 1807 |
|
|
2018
Q3 | $74K | Sell |
1,930
-26,144
| -93% | -$1.05M | ﹤0.01% | 1033 |
|
|
2018
Q2 | $1.09M | Buy |
28,074
+15,950
| +132% | +$664K | 0.07% | 310 |
|
|
2018
Q1 | $509K | Buy |
12,124
+8,559
| +240% | +$384K | 0.04% | 438 |
|
|
2017
Q4 | $150K | Sell |
3,565
-2,340
| -40% | -$91.5K | 0.01% | 684 |
|
|
2017
Q3 | $224K | Buy |
5,905
+2,153
| +57% | +$75.3K | 0.02% | 610 |
|
|
2017
Q2 | $134K | Buy |
3,752
+1,827
| +95% | +$64.8K | 0.01% | 703 |
|
|
2017
Q1 | $67K | Buy |
+1,925
| New | +$70.2K | 0.01% | 905 |
|
|
2016
Q4 | – | Sell |
-1,465
| Closed | -$36K | – | 1568 |
|
|
2016
Q3 | $36K | Buy |
+1,465
| New | +$33.7K | ﹤0.01% | 1145 |
|
|
2016
Q1 | – | Sell |
-56,485
| Closed | -$1.48M | – | 1287 |
|
|
2015
Q4 | $1.48M | Buy |
56,485
+51,132
| +955% | +$1.29M | 0.23% | 105 |
|
|
2015
Q3 | $128K | Sell |
5,353
-2,071
| -28% | -$52.9K | 0.02% | 762 |
|
|
2015
Q2 | $203K | Buy |
+7,424
| New | +$197K | 0.03% | 581 |
|
Other funds holding CFG
Prelude Capital Management's CFG Position: Q2 2026 in Review
Prelude Capital Management reduced its Citizens Financial Group (CFG) stake by 17% in Q2 2026, selling an estimated $66K and leaving 4,838 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #704.
Prelude Capital Management first reported a position in CFG in Q2 2015 and has held it in 29 quarters since. The position peaked at $3.73M in Q2 2021. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.
- Prelude Capital Management held 4,838 shares of Citizens Financial Group worth $339K as of Q2 2026.
- Prelude Capital Management sold 1,024 Citizens Financial Group shares in Q2 2026, an estimated $66K.
- Citizens Financial Group made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #704 holding.
- Prelude Capital Management first reported a position in Citizens Financial Group in Q2 2015 and has held it in 29 quarters since.
- Prelude Capital Management's Citizens Financial Group position peaked at $3.73M in Q2 2021.
- 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.
Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.