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Rational Advisors’s Citizens Financial Group CFG Stock Holding History

Rational Advisors’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 		– Sell
-45,100
Closed -$2.63M – 184
2025
Q4 		$2.63M Buy
+45,100
New +$2.42M 0.27% 64
2020
Q4 		– Sell
-108
Closed -$3K – 273
2020
Q3 		$3K Sell
108
-710
-87% -$18K ﹤0.01% 422
2020
Q2 		$21K Buy
+818
New +$18.6K 0.01% 274
2020
Q1 		– Sell
-216
Closed -$9K – 223
2019
Q4 		$9K Sell
216
-890
-80% -$33.3K ﹤0.01% 455
2019
Q3 		$39K Buy
1,106
+903
+445% +$31.5K 0.02% 391
2019
Q2 		$7K Buy
+203
New +$7.08K ﹤0.01% 498
2019
Q1 		– Sell
-56
Closed -$2K – 535
2018
Q4 		$2K Sell
56
-1,951
-97% -$68.4K ﹤0.01% 472
2018
Q3 		$77K Buy
2,007
+1,867
+1,334% +$75.3K 0.02% 259
2018
Q2 		$5K Sell
140
-16,260
-99% -$677K ﹤0.01% 385
2018
Q1 		$688K Sell
16,400
-6,900
-30% -$310K 0.32% 111
2017
Q4 		$978K Hold
23,300
– – 0.51% 76
2017
Q3 		$882K Hold
23,300
– – 0.47% 66
2017
Q2 		$831K Hold
23,300
– – 0.52% 67
2017
Q1 		$805K Buy
+23,300
New +$850K 0.53% 67
2016
Q4 		– Sell
-29,000
Closed -$717K – 226
2016
Q3 		$717K Buy
29,000
+10,000
+53% +$230K 0.47% 64
2016
Q2 		$380K Buy
+19,000
New +$422K 0.26% 101

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Rational Advisors's CFG Position: Q1 2026 in Review

Rational Advisors sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 45,100 shares — an estimated $2.63M sold.

Rational Advisors first reported a position in CFG in Q2 2016 and held it in 16 quarters. The position peaked at $2.63M in Q4 2025. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Rational Advisors reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Rational Advisors sold 45,100 Citizens Financial Group shares in Q1 2026, an estimated $2.63M.
  • Rational Advisors first reported a position in Citizens Financial Group in Q2 2016 and held it in 16 quarters.
  • Rational Advisors's Citizens Financial Group position peaked at $2.63M in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Rational Advisors's 13F filing for Q1 2026, filed 7 May 2026.