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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 $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

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

Prelude Capital Management increased its Citizens Financial Group (CFG) stake by 38% in Q1 2026, buying an estimated $99.6K and bringing the position to 5,862 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #645.

Prelude Capital Management first reported a position in CFG in Q2 2015 and has held it in 28 quarters since. The position peaked at $3.73M in Q2 2021. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Prelude Capital Management held 5,862 shares of Citizens Financial Group worth $352K as of Q1 2026.
  • Prelude Capital Management bought 1,621 Citizens Financial Group shares in Q1 2026, an estimated $99.6K.
  • Citizens Financial Group made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #645 holding.
  • Prelude Capital Management first reported a position in Citizens Financial Group in Q2 2015 and has held it in 28 quarters since.
  • Prelude Capital Management's Citizens Financial Group position peaked at $3.73M in Q2 2021.
  • 1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

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