Zacks Investment Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.1M | Buy |
752,253
+150,415
| +25% | +$9.24M | 0.36% | 72 |
|
|
2025
Q4 | $35.2M | Sell |
601,838
-2,349
| -0.4% | -$126K | 0.28% | 93 |
|
|
2025
Q3 | $32.1M | Buy |
604,187
+945
| +0.2% | +$47K | 0.26% | 100 |
|
|
2025
Q2 | $27M | Buy |
603,242
+4,090
| +0.7% | +$161K | 0.23% | 111 |
|
|
2025
Q1 | $24.5M | Buy |
599,152
+10,046
| +2% | +$448K | 0.23% | 115 |
|
|
2024
Q4 | $25.8M | Sell |
589,106
-15,840
| -3% | -$700K | 0.24% | 106 |
|
|
2024
Q3 | $24.8M | Buy |
604,946
+19,840
| +3% | +$802K | 0.22% | 120 |
|
|
2024
Q2 | $21.1M | Buy |
585,106
+17,633
| +3% | +$615K | 0.24% | 105 |
|
|
2024
Q1 | $20.6M | Buy |
567,473
+33,996
| +6% | +$1.12M | 0.22% | 110 |
|
|
2023
Q4 | $17.7M | Sell |
533,477
-53,083
| -9% | -$1.46M | 0.22% | 113 |
|
|
2023
Q3 | $15.7M | Sell |
586,560
-5,179
| -0.9% | -$148K | 0.2% | 115 |
|
|
2023
Q2 | $15.4M | Sell |
591,739
-200,197
| -25% | -$5.52M | 0.19% | 118 |
|
|
2023
Q1 | $24.1M | Buy |
791,936
+587,700
| +288% | +$23M | 0.32% | 79 |
|
|
2022
Q4 | $8.04M | Buy |
+204,236
| New | +$7.97M | 0.11% | 153 |
|
|
2021
Q1 | – | Sell |
-6,906
| Closed | -$247K | – | 511 |
|
|
2020
Q4 | $247K | Buy |
+6,906
| New | +$217K | ﹤0.01% | 481 |
|
|
2020
Q1 | – | Sell |
-8,564
| Closed | -$348K | – | 505 |
|
|
2019
Q4 | $348K | Sell |
8,564
-384
| -4% | -$14.4K | 0.01% | 479 |
|
|
2019
Q3 | $316K | Sell |
8,948
-377,263
| -98% | -$13.2M | 0.01% | 472 |
|
|
2019
Q2 | $13.7M | Sell |
386,211
-1,886
| -0.5% | -$65.7K | 0.28% | 86 |
|
|
2019
Q1 | $12.6M | Buy |
388,097
+7,746
| +2% | +$268K | 0.27% | 87 |
|
|
2018
Q4 | $11.3M | Sell |
380,351
-12,451
| -3% | -$437K | 0.27% | 86 |
|
|
2018
Q3 | $15.2M | Sell |
392,802
-139,139
| -26% | -$5.61M | 0.32% | 81 |
|
|
2018
Q2 | $20.7M | Sell |
531,941
-1,613
| -0.3% | -$67.2K | 0.45% | 71 |
|
|
2018
Q1 | $22.4M | Sell |
533,554
-356
| -0.1% | -$16K | 0.5% | 63 |
|
|
2017
Q4 | $22.4M | Sell |
533,910
-1,423
| -0.3% | -$55.6K | 0.49% | 62 |
|
|
2017
Q3 | $20.3M | Sell |
535,333
-18,090
| -3% | -$633K | 0.47% | 63 |
|
|
2017
Q2 | $19.7M | Sell |
553,423
-16,718
| -3% | -$593K | 0.49% | 61 |
|
|
2017
Q1 | $19.7M | Buy |
570,141
+16,637
| +3% | +$607K | 0.5% | 59 |
|
|
2016
Q4 | $19.7M | Buy |
553,504
+90,670
| +20% | +$2.75M | 0.57% | 55 |
|
|
2016
Q3 | $11.4M | Buy |
+462,834
| New | +$10.6M | 0.32% | 81 |
|
Other funds holding CFG
VCM
VPM
Zacks Investment Management's CFG Position: Q1 2026 in Review
Zacks Investment Management increased its Citizens Financial Group (CFG) stake by 25% in Q1 2026, buying an estimated $9.24M and bringing the position to 752,253 shares worth $45.1M. The position accounts for 0.36% of the portfolio, ranked #72.
Zacks Investment Management first reported a position in CFG in Q3 2016 and has held it in 29 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.
- Zacks Investment Management held 752,253 shares of Citizens Financial Group worth $45.1M as of Q1 2026.
- Zacks Investment Management bought 150,415 Citizens Financial Group shares in Q1 2026, an estimated $9.24M.
- Citizens Financial Group made up 0.36% of Zacks Investment Management's portfolio in Q1 2026, its #72 holding.
- Zacks Investment Management first reported a position in Citizens Financial Group in Q3 2016 and has held it in 29 quarters since.
- 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.