CFG CITIZENS FINL GROUP INC

Ownership history in Crumly & Associates Inc.  ·  19 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported CITIZENS FINL GROUP INC (CFG) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows CFG at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in CITIZENS FINL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CFG was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held CFG — position size vs. price
% of Fund (quarterly)    CFG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,039 0% 0.08% $362K 2026-05-15 (Est.) $64.97
2025 Q4 UNCHANGED 6,039 0% 0.07% $353K 2026-01-14 $59.51
2025 Q3 ADDED 6,039 +10 +0.2% 0.07% $321K 2025-11-03 $50.65
2025 Q2 UNCHANGED 6,029 0% 0.07% $270K 2025-07-02 $45.88
2025 Q1 UNCHANGED 6,029 0% 0.07% $247K 2025-04-22 $34.56
2024 Q4 UNCHANGED 6,029 0% 0.07% $264K 2025-02-03 $44.73
2024 Q3 UNCHANGED 6,029 0% 0.07% $248K 2024-11-01 $39.99
2024 Q2 UNCHANGED 6,029 0% 0.06% $217K 2024-08-02 $37.12
2024 Q1 UNCHANGED 6,029 0% 0.06% $219K 2024-05-01 $32.54
2023 Q4 UNCHANGED 6,029 0% 0.06% $203K 2024-01-29 $31.35
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and CFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning CFG?

Crumly & Associates Inc. reported CFG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CFG position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for CFG was 0.08% in 2026 Q1.

What is the latest reported CFG position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 6,039 shares, equal to 0.08% of portfolio, with an estimated market value of $362K.

What does the chart on this CFG ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly CFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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