Raymond James Financial
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Raymond James Financial’s Citizens Financial Group CFG Stock Holding History

Raymond James Financial’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 		$94.6M Buy
1,581,109
+109,048
+7% +$6.7M 0.03% 537
2025
Q4 		$86M Sell
1,472,061
-152,830
-9% -$8.21M 0.03% 568
2025
Q3 		$86.4M Buy
1,624,891
+339,306
+26% +$16.9M 0.03% 554
2025
Q2 		$57.5M Buy
1,285,585
+103,906
+9% +$4.09M 0.02% 685
2025
Q1 		$48.4M Sell
1,181,679
-109,077
-8% -$4.87M 0.02% 741
2024
Q4 		$56.5M Buy
+1,290,756
New +$57.1M 0.02% 659

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

Raymond James Financial's CFG Position: Q1 2026 in Review

Raymond James Financial increased its Citizens Financial Group (CFG) stake by 7.4% in Q1 2026, buying an estimated $6.7M and bringing the position to 1,581,109 shares worth $94.6M. The position accounts for 0.03% of the portfolio, ranked #537.

Raymond James Financial first reported a position in CFG in Q4 2024 and has held it in 6 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Raymond James Financial held 1,581,109 shares of Citizens Financial Group worth $94.6M as of Q1 2026.
  • Raymond James Financial bought 109,048 Citizens Financial Group shares in Q1 2026, an estimated $6.7M.
  • Citizens Financial Group made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #537 holding.
  • Raymond James Financial first reported a position in Citizens Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.