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Tortoise Investment Management’s Citizens Financial Group CFG Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-72
Closed -$3.83K – 436
2025
Q3 		$3.83K Buy
72
+31
+76% +$1.54K ﹤0.01% 740
2025
Q2 		$1.83K Buy
+41
New +$1.61K ﹤0.01% 823

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Tortoise Investment Management's CFG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 72 shares — an estimated $3.83K sold.

Tortoise Investment Management first reported a position in CFG in Q2 2025 and held it in 2 quarters. The position peaked at $3.83K in Q3 2025. 965 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 72 Citizens Financial Group shares in Q4 2025, an estimated $3.83K.
  • Tortoise Investment Management first reported a position in Citizens Financial Group in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Citizens Financial Group position peaked at $3.83K in Q3 2025.
  • 965 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.