CFG Citizens Financial Group, Inc.

NYSE
$64.31

Citizens Financial Group, Inc. (CFG) Institutional Ownership

What the institutions did with CFG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
9
filed both this quarter and last
Managers holding
9
+1 on the quarter
Buyers
5
1 opened new
Sellers
2
0 sold out entirely
Buyer share
71.4%
of managers who traded it
Breadth
+42.9
net buyers, as a share of those trading

Only 9 managers reported a position this quarter, so the percentages above describe a very small sample.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Versant Capital Management, Inc 9.2K 37.3%
CX Institutional 7.0K 28.2%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5.3K 21.4%
MassMutual Private Wealth & Trust, FSB 1.9K 7.7%
GoalVest Advisory LLC 883 3.6%
Roxbury Financial LLC 335 1.4%
Rosenberg Matthew Hamilton 53 0.2%
Planning Strategies Inc. 20 0.1%
Noble Wealth Management PBC 18 0.1%

Largest changes

Manager Action Previous Current Change
Versant Capital Management, Inc Increased 8.7K 9.2K +594
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Reduced 5.7K 5.3K -406
GoalVest Advisory LLC Increased 680 883 +203
MassMutual Private Wealth & Trust, FSB Reduced 2.1K 1.9K -182
CX Institutional Increased 6.9K 7.0K +53
Noble Wealth Management PBC New 0 18 +18
Planning Strategies Inc. Increased 16 20 +4

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.