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AlTi Global’s Citizens Financial Group CFG Stock Holding History

AlTi Global’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53M Buy
25,494
+71
+0.3% +$4.36K 0.03% 187
2025
Q4 		$1.48M Buy
25,423
+93
+0.4% +$5K 0.03% 189
2025
Q3 		$1.35M Buy
25,330
+106
+0.4% +$5.28K 0.03% 209
2025
Q2 		$1.13M Buy
25,224
+121
+0.5% +$4.76K 0.03% 215
2025
Q1 		$1.03M Sell
25,103
-27
-0.1% -$1.21K 0.03% 201
2024
Q4 		$1.1M Hold
25,130
– – 0.03% 206
2024
Q3 		$1.03M Sell
25,130
-3,551
-12% -$143K 0.02% 211
2024
Q2 		$1.03M Sell
28,681
-267
-0.9% -$9.31K 0.03% 209
2024
Q1 		$1.05M Buy
28,948
+638
+2% +$20.9K 0.03% 194
2023
Q4 		$938K Buy
+28,310
New +$779K 0.03% 187

Other funds holding CFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return