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TwinBeech Capital’s Citizens Financial Group CFG Stock Holding History

TwinBeech Capital’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 		$250K Buy
+4,161
New +$256K 0.03% 478
2025
Q4 		– Sell
-9,501
Closed -$505K – 625
2025
Q3 		$505K Buy
+9,501
New +$473K 0.02% 395
2025
Q2 		– Sell
-167,366
Closed -$6.86M – 682
2025
Q1 		$6.86M Buy
+167,366
New +$7.47M 0.12% 197
2024
Q4 		– Sell
-15,603
Closed -$641K – 647
2024
Q3 		$641K Sell
15,603
-347,843
-96% -$14.1M 0.01% 557
2024
Q2 		$13.1M Sell
363,446
-173,191
-32% -$6.04M 0.26% 114
2024
Q1 		$19.5M Buy
+536,637
New +$17.6M 0.4% 70
2023
Q4 		– Sell
-42,985
Closed -$1.15M – 672
2023
Q3 		$1.15M Sell
42,985
-432,825
-91% -$12.4M 0.02% 478
2023
Q2 		$12.4M Sell
475,810
-50,193
-10% -$1.38M 0.25% 125
2023
Q1 		$16M Buy
+526,003
New +$20.6M 0.32% 97
2022
Q4 		– Sell
-60,939
Closed -$2.09M – 722
2022
Q3 		$2.09M Buy
60,939
+9,859
+19% +$365K 0.06% 331
2022
Q2 		$1.82M Sell
51,080
-5,788
-10% -$229K 0.08% 233
2022
Q1 		$2.58M Buy
56,868
+49,657
+689% +$2.55M 0.11% 212
2021
Q4 		$341K Buy
+7,211
New +$347K 0.02% 465
2020
Q3 		– Sell
-36,432
Closed -$920K – 446
2020
Q2 		$920K Buy
+36,432
New +$827K 0.2% 152

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

TwinBeech Capital's CFG Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Citizens Financial Group (CFG) in Q1 2026: 4,161 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #478 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in CFG as recently as Q3 2025.

TwinBeech Capital first reported a position in CFG in Q2 2020 and has held it in 14 quarters since. The position peaked at $19.5M in Q1 2024. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • TwinBeech Capital held 4,161 shares of Citizens Financial Group worth $250K as of Q1 2026.
  • Citizens Financial Group was a new TwinBeech Capital position in Q1 2026.
  • Citizens Financial Group made up 0.03% of TwinBeech Capital's portfolio in Q1 2026, its #478 holding.
  • TwinBeech Capital first reported a position in Citizens Financial Group in Q2 2020 and has held it in 14 quarters since.
  • TwinBeech Capital's Citizens Financial Group position peaked at $19.5M in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.