Paragon Capital Invests $1.62M in Citizens Financial Group

The institutional investor bought a new position in the bank's stock during the fourth quarter.

Apr. 13, 2026 at 10:52am

Got story updates? Submit your updates here. ›

An extreme close-up of heavy, industrial banking machinery and equipment, conveying the secure and institutional nature of the financial sector without using literal currency or charts.Paragon Capital's investment in Citizens Financial Group reflects the institutional confidence in the bank's financial strength and growth potential.Providence Today

Paragon Capital Management Inc. bought a new position in shares of Citizens Financial Group, Inc. (NYSE:CFG) during the 4th quarter, according to the company's recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 27,661 shares of the bank's stock, valued at approximately $1.62 million.

Why it matters

This investment highlights the continued institutional interest in Citizens Financial Group, a major regional bank with a strong presence in the Northeast. Paragon's move suggests confidence in CFG's financial performance and growth potential.

The details

Paragon Capital Management Inc. bought the new position in Citizens Financial Group, making it the 26th largest holding in the firm's investment portfolio at 1.2% of total assets. Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CFG.

  • Paragon Capital Management Inc. bought the new position in the 4th quarter of 2025.

The players

Paragon Capital Management Inc.

An institutional investment firm that manages a portfolio of stocks, bonds, and other assets on behalf of clients.

Citizens Financial Group, Inc.

A bank holding company that provides a range of banking and financial services to individuals, small and middle-market businesses, corporations, and institutional clients.

Got photos? Submit your photos here. ›

The takeaway

Paragon Capital's investment in Citizens Financial Group reflects the continued institutional confidence in the bank's financial strength and growth prospects, even as the broader banking industry faces economic headwinds.