PCM
CFG icon

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

Prelude 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
2019
Q4 		– Sell
-50,000
Closed -$1.77M – 1946
2019
Q3 		$1.77M Hold
50,000
– – 0.08% 210
2019
Q2 		$1.77M Hold
50,000
– – 0.09% 221
2019
Q1 		$1.63M Buy
+50,000
New +$1.73M 0.09% 232

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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. 1,100 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.
  • 1,100 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.