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Red Cedar Investment Management’s Citizens Financial Group CFG Stock Holding History

Red Cedar Investment 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
2026
Q1 		$6.27M Sell
104,511
-672
-0.6% -$41.3K 0.65% 30
2025
Q4 		$6.14M Buy
105,183
+15,700
+18% +$844K 0.66% 31
2025
Q3 		$4.76M Buy
89,483
+58,871
+192% +$2.93M 0.56% 32
2025
Q2 		$1.37M Hold
30,612
– – 0.17% 67
2025
Q1 		$1.25M Buy
+30,612
New +$1.37M 0.17% 67

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 $123B AUM 38.85% 1-Year Est. Return

Red Cedar Investment Management's CFG Position: Q1 2026 in Review

Red Cedar Investment Management reduced its Citizens Financial Group (CFG) stake by 0.64% in Q1 2026, selling an estimated $41.3K and leaving 104,511 shares worth $6.27M. The position accounts for 0.65% of the portfolio, ranked #30.

Red Cedar Investment Management first reported a position in CFG in Q1 2025 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Red Cedar Investment Management held 104,511 shares of Citizens Financial Group worth $6.27M as of Q1 2026.
  • Red Cedar Investment Management sold 672 Citizens Financial Group shares in Q1 2026, an estimated $41.3K.
  • Citizens Financial Group made up 0.65% of Red Cedar Investment Management's portfolio in Q1 2026, its #30 holding.
  • Red Cedar Investment Management first reported a position in Citizens Financial Group in Q1 2025 and has held it in 5 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.