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Systematic Alpha Investments’s Citizens Financial Group CFG Stock Holding History

Systematic Alpha Investments’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 		$231K Hold
3,860
– – 0.01% 210
2025
Q4 		$225K Hold
3,860
– – 0.01% 211
2025
Q3 		$205K Buy
+3,860
New +$192K 0.01% 220
2024
Q1 		– Sell
-3,860
Closed -$128K – 229
2023
Q4 		$128K Hold
3,860
– – 0.01% 241
2023
Q3 		$103K Buy
+3,860
New +$110K 0.01% 240
2023
Q2 		– Sell
-3,860
Closed -$117K – 265
2023
Q1 		$117K Buy
+3,860
New +$151K 0.01% 239
2021
Q4 		– Sell
-3,860
Closed -$183K – 272
2021
Q3 		$183K Buy
+3,860
New +$169K 0.01% 236

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

Systematic Alpha Investments's CFG Position: Q1 2026 in Review

Systematic Alpha Investments held its Citizens Financial Group (CFG) position steady in Q1 2026 at 3,860 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #210.

Systematic Alpha Investments first reported a position in CFG in Q3 2021 and has held it in 7 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Systematic Alpha Investments held 3,860 shares of Citizens Financial Group worth $231K as of Q1 2026.
  • Systematic Alpha Investments left its Citizens Financial Group share count unchanged in Q1 2026.
  • Citizens Financial Group made up 0.01% of Systematic Alpha Investments's portfolio in Q1 2026, its #210 holding.
  • Systematic Alpha Investments first reported a position in Citizens Financial Group in Q3 2021 and has held it in 7 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.