Cwm LLC Boosts Stake in Citizens Financial Group

Investment firm increases holdings in bank by nearly 87% in Q4

Apr. 20, 2026 at 7:49am

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An extreme close-up of intricate, interlocking metal gears and levers, representing the complex machinery and mechanisms that power a major banking institution.Cwm LLC's increased investment in Citizens Financial Group signals confidence in the bank's financial infrastructure and growth prospects.Providence Today

Cwm LLC, an investment management firm, significantly increased its position in Citizens Financial Group, Inc. (NYSE: CFG) during the fourth quarter of 2025, according to a recent 13F filing with the SEC. The firm added 87,158 shares, boosting its total holdings in the bank to 187,477 shares valued at $10.95 million.

Why it matters

This transaction highlights the continued investor interest and confidence in Citizens Financial Group, one of the largest regional banks in the United States. The increase in Cwm LLC's stake suggests the firm sees long-term growth potential in the bank's business and stock performance.

The details

According to the 13F filing, Cwm LLC increased its position in Citizens Financial Group by 86.9% during the fourth quarter of 2025. The firm now owns 187,477 shares of the bank's stock, up from 100,319 shares held at the end of the previous quarter. Citizens Financial Group's stock closed at $64.42 per share on the day of the filing.

  • Cwm LLC filed the 13F report disclosing the increased stake on April 20, 2026.
  • The firm acquired the additional 87,158 shares during the fourth quarter of 2025.

The players

Cwm LLC

An investment management firm that has increased its holdings in Citizens Financial Group.

Citizens Financial Group, Inc.

A bank holding company that provides a range of banking and financial services, headquartered in Providence, Rhode Island.

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The takeaway

Cwm LLC's significant increase in its stake in Citizens Financial Group suggests the investment firm sees strong growth potential in the regional bank's business and stock performance. This transaction highlights the continued investor confidence in Citizens Financial Group as it navigates the evolving financial services landscape.