Virtus Investment Advisers’s Citizens Financial Group CFG Stock Holding History

Virtus Investment Advisers’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	-37,139	Closed	-$1.97M	–	478
2025 Q3	$1.97M	Sell	37,139 -255	-0.7%	-$12.7K	0.57%	36
2025 Q2	$1.67M	Buy	37,394 +7,387	+25%	+$291K	0.57%	30
2025 Q1	$1.23M	Buy	+30,007	New	+$1.34M	0.33%	103
2023 Q1	–	Sell	-9,998	Closed	-$394K	–	285
2022 Q4	$394K	Hold	9,998	–	–	0.26%	120
2022 Q3	$344K	Buy	+9,998	New	+$370K	0.16%	129
2018 Q1	–	Sell	-23,392	Closed	-$982K	–	85
2017 Q4	$982K	Sell	23,392 -1,320	-5%	-$51.6K	0.11%	216
2017 Q3	$937K	Sell	24,712 -2,473	-9%	-$86.5K	0.1%	232
2017 Q2	$970K	Sell	27,185 -5,042	-16%	-$179K	0.09%	229
2017 Q1	$1.11M	Sell	32,227 -9,896	-23%	-$361K	0.1%	227
2016 Q4	$1.5M	Buy	42,123 +37,839	+883%	+$1.15M	0.12%	214
2016 Q3	$106K	Buy	+4,284	New	+$98.5K	0.01%	492

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Virtus Investment Advisers's CFG Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 37,139 shares — an estimated $1.97M sold.

Virtus Investment Advisers first reported a position in CFG in Q3 2016 and held it in 11 quarters. The position peaked at $1.97M in Q3 2025. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

Virtus Investment Advisers reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
Virtus Investment Advisers sold 37,139 Citizens Financial Group shares in Q4 2025, an estimated $1.97M.
Virtus Investment Advisers first reported a position in Citizens Financial Group in Q3 2016 and held it in 11 quarters.
Virtus Investment Advisers's Citizens Financial Group position peaked at $1.97M in Q3 2025.
967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.