Citizens Financial Group, Inc.· CFG

🇺🇸 US · LargeSP500NYSE

Financial Services Banks - Regional Website

Price: $67.04
Day: -0.52%
Mkt Cap: $28.35B
52W Range: $47.96 – $75.33
Volume: 5.55M
Beta: 1.00

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 1,137 institutions hold; 631 added, 325 reduced
Insiders Q3 2026: no purchases, 1 sale ($9.3M)

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Citizens Financial Group, Inc.

CFG|Financial Services|Banks - Regional

Current price: $67

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

40x

vs own 6-quarter average

Seller breadth · Q3 2026

1 seller

vs 0.7 avg per quarter

Institutional net breadth · Q2 2026

+379

788 adding vs 409 reducing

Institutional ownership · Q2 2026

98.1%

1,137 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

48.7M

+5.0%

VANGUARD CAPITAL MANAGEMENT LLC

26.9M

+0.7%

CAPITAL WORLD INVESTORS

23.3M

-16.1%

INVESCO LTD.

22.2M

-2.8%

STATE STREET CORP

21.2M

+5.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.6M

+3.8%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

111

220

128

111 buying220 unchanged128 selling

453 funds held CFG in Q2 2026, holding 193.1M shares between them, down 3.6% on the quarter.

Largest fund holders

SPDR SERIES TRUST2.8M sh

NATIONWIDE MUTUAL FUNDS106.7K sh

Series Portfolios Trust80.7K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jul 24

VAN SAUN BRUCE

$9.3M

Sale · Mar 11

LaMonica Susan

$769.5K

Sale · May 12

Moosally Michelle

$376.1K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CFG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-40

Institutional Flow

50% weight

+66

Fund Flow

10% weight

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for CFG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bearish Signal

Elevated insider selling in Q3 2026

1 sale totaling $9.3M (129.4K shares)

Share volume is 40x the historical average, extreme level

Buying seen in 4 of 15 quarters

40x

Selling pace

vs own 6-qtr average

Heavy

6.33%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 0.3 avg per quarter

Q2 2025

Last insider purchase

buying in 4 of 16 quarters

Notable Recent Transactions, CFG

Top 3 highest-value insider trades from the last 8 quarters

VAN SAUN BRUCE

CEO

Sell

129,369 shares at $72.07

≈10.2% of their stake at the time

Jul 24, 2026$9.32M

LaMonica Susan

Chief Human Resources Officer

Sell

13,258 shares at $58.04

≈7.4% of their stake at the time

Mar 11, 2026$769.49K

Moosally Michelle

General Counsel

Sell

6,050 shares at $62.16

≈21.1% of their stake at the time

May 12, 2026$376.07K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for CFG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

98.1% institutional ownership

Moderate accumulation: 788 adding vs 409 reducing

13F shares increased by 4.1%, a notable change

+379

Net breadth

788 adding vs 409 reducing

Accumulating

1.93

Add / reduce ratio

in Q2 2026

+73

New − closed

157 initiated, 84 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+788 growing-409 shrinkingNet: +379

157

631

325

New (157)

Increased (631)

Reduced (325)

Closed (84)

Top Institutional Holders, CFG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

48.7M

$3.4B

Ownership

11.53%

+5.0%

VANGUARD CAPITAL MANAGEMENT LLC

26.9M

$1.9B

Ownership

6.36%

+0.7%

CAPITAL WORLD INVESTORS

23.3M

$1.6B

Ownership

5.50%

-16.1%

INVESCO LTD.

22.2M

$1.6B

Ownership

5.24%

-2.8%

STATE STREET CORP

21.2M

$1.5B

Ownership

5.02%

+5.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.6M

$1.4B

Ownership

4.86%

+3.8%

MORGAN STANLEY

12.3M

$859.4M

Ownership

2.90%

-3.0%

GEODE CAPITAL MANAGEMENT, LLC

11.8M

$824.8M

Ownership

2.79%

+0.6%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 459 ETFs and mutual funds reporting

111 buying128 sellingNet: -17

111

220

128

Buying (111)

Unchanged (220)

Selling (128)

In total, funds bought 7.5M shares and sold 14.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

459 ETFs and mutual funds reporting

111 buying vs 128 selling (balanced)

Top Fund Holders, CFG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

2.8M

Weight

13.83%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

106.7K

Weight

0.01%

Jul 31, 2026Increased

Series Portfolios Trust

80.7K

Weight

51.34%

Jul 31, 2026No change

Northern Lights Fund Trust

23.8K

Weight

0.05%

Jul 31, 2026No change

GLENMEDE FUND INC

7.3K

Weight

0.44%

Jul 31, 2026No change

Forethought Variable Insurance Trust

6.9K

Weight

0.08%

Jun 30, 2026Increased

Guggenheim Variable Funds Trust

6.7K

Weight

0.26%

Jun 30, 2026No change

GUGGENHEIM FUNDS TRUST

6.7K

Weight

0.00%

Jun 30, 2026No change

Citizens Financial Group, Inc.· CFG

Holdings Analysis

Insider Trading Activity

1.3Transaction History15Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings170Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History15Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings170Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights