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Systematic Financial Management’s Citizens Financial Group CFG Stock Holding History

Systematic Financial 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 		$5.88M Sell
98,097
-2,520
-3% -$155K 0.13% 154
2025
Q4 		$5.88M Buy
100,617
+17,225
+21% +$925K 0.14% 153
2025
Q3 		$4.43M Sell
83,392
-795
-0.9% -$39.6K 0.11% 155
2025
Q2 		$3.77M Hold
84,187
– – 0.1% 162
2025
Q1 		$3.45M Hold
84,187
– – 0.1% 162
2024
Q4 		$3.68M Buy
84,187
+5,160
+7% +$228K 0.09% 163
2024
Q3 		$3.25M Sell
79,027
-900
-1% -$36.4K 0.08% 165
2024
Q2 		$2.88M Sell
79,927
-1,005
-1% -$35K 0.09% 167
2024
Q1 		$2.94M Buy
80,932
+17,580
+28% +$577K 0.08% 168
2023
Q4 		$2.1M Buy
63,352
+7,660
+14% +$211K 0.06% 169
2023
Q3 		$1.49M Sell
55,692
-3,400
-6% -$97.2K 0.05% 177
2023
Q2 		$1.54M Sell
59,092
-162
-0.3% -$4.46K 0.05% 175
2023
Q1 		$1.8M Sell
59,254
-276,632
-82% -$10.8M 0.06% 164
2022
Q4 		$13.2M Sell
335,886
-49,714
-13% -$1.94M 0.43% 104
2022
Q3 		$13.2M Sell
385,600
-21,691
-5% -$802K 0.48% 94
2022
Q2 		$14.5M Buy
407,291
+366,584
+901% +$14.5M 0.5% 95
2022
Q1 		$1.84M Buy
40,707
+16,200
+66% +$833K 0.06% 156
2021
Q4 		$1.16M Buy
24,507
+2,250
+10% +$108K 0.03% 159
2021
Q3 		$1.05M Sell
22,257
-66
-0.3% -$2.9K 0.03% 156
2021
Q2 		$1.02M Hold
22,323
– – 0.03% 161
2021
Q1 		$986K Buy
22,323
+160
+0.7% +$6.66K 0.04% 158
2020
Q4 		$793K Buy
22,163
+11,325
+104% +$355K 0.03% 165
2020
Q3 		$274K Buy
10,838
+60
+0.6% +$1.52K 0.02% 195
2020
Q2 		$272K Sell
10,778
-6,800
-39% -$154K 0.01% 409
2020
Q1 		$331K Sell
17,578
-8,000
-31% -$261K 0.02% 283
2019
Q4 		$1.04M Buy
25,578
+1,030
+4% +$38.6K 0.04% 166
2019
Q3 		$868K Sell
24,548
-59,836
-71% -$2.09M 0.04% 166
2019
Q2 		$2.98M Sell
84,384
-165,814
-66% -$5.78M 0.12% 160
2019
Q1 		$8.13M Sell
250,198
-644,247
-72% -$22.3M 0.28% 125
2018
Q4 		$26.6M Sell
894,445
-180,514
-17% -$6.33M 0.82% 12
2018
Q3 		$41.5M Sell
1,074,959
-132,246
-11% -$5.33M 1% 6
2018
Q2 		$47M Sell
1,207,205
-592,632
-33% -$24.7M 1.15% 3
2018
Q1 		$75.6M Sell
1,799,837
-263,265
-13% -$11.8M 1.67% 2
2017
Q4 		$86.6M Sell
2,063,102
-79,342
-4% -$3.1M 1.73% 1
2017
Q3 		$81.1M Buy
2,142,444
+575,062
+37% +$20.1M 1.65% 1
2017
Q2 		$55.9M Buy
1,567,382
+626,120
+67% +$22.2M 1.03% 7
2017
Q1 		$32.5M Buy
+941,262
New +$34.3M 0.58% 47

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 Financial Management's CFG Position: Q1 2026 in Review

Systematic Financial Management reduced its Citizens Financial Group (CFG) stake by 2.5% in Q1 2026, selling an estimated $155K and leaving 98,097 shares worth $5.88M. The position accounts for 0.13% of the portfolio, ranked #154.

Systematic Financial Management first reported a position in CFG in Q1 2017 and has held it in 37 quarters since. The position peaked at $86.6M in Q4 2017. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Systematic Financial Management held 98,097 shares of Citizens Financial Group worth $5.88M as of Q1 2026.
  • Systematic Financial Management sold 2,520 Citizens Financial Group shares in Q1 2026, an estimated $155K.
  • Citizens Financial Group made up 0.13% of Systematic Financial Management's portfolio in Q1 2026, its #154 holding.
  • Systematic Financial Management first reported a position in Citizens Financial Group in Q1 2017 and has held it in 37 quarters since.
  • Systematic Financial Management's Citizens Financial Group position peaked at $86.6M in Q4 2017.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.