Ken Fisher’s CFG Holdings & Trades

First Buy
Q2 2022
Duration Held
14 Quarters
Largest Add
Q1 2025
+53,756 Shares
Current Position
121,362 Shares
$6.45 M Value

Ken Fisher's CFG Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 121,362 shares of Citizens Financial Group, Inc. (CFG) worth $6.45 M, representing 0.00% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in CFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 43,284 shares. Largest reduction occurred in Q3 2022, reducing 260 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Citizens Financial Group (CFG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Citizens Financial Group (CFG) Trades by Ken Fisher

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2022 +13,158 New Buy 13,158 $35.72
Q3 2022 -260 Reduce 1.98% 12,898 $34.35
Q4 2022 -12,898 Sold Out 12,898 $0.00
Q1 2025 +53,756 New Buy 53,756 $40.97
Q2 2025 +24,322 Add 45.25% 78,078 $44.75
Q3 2025 +43,284 Add 55.44% 121,362 $53.16

Ken Fisher's Citizens Financial Group Investment FAQs

Ken Fisher first purchased Citizens Financial Group, Inc. (CFG) in Q2 2022, acquiring 13,158 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Citizens Financial Group, Inc. (CFG) for 14 quarters since Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's largest addition to Citizens Financial Group, Inc. (CFG) was in Q1 2025, adding 53,756 shares worth $2.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 121,362 shares of Citizens Financial Group, Inc. (CFG), valued at approximately $6.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Citizens Financial Group, Inc. (CFG) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's peak holding in Citizens Financial Group, Inc. (CFG) was 121,362 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.