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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
Q2 		$1.79M Sell
25,489
-5
-0% -$322 0.04% 193
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AlTi Global's CFG Position: Q2 2026 in Review

AlTi Global reduced its Citizens Financial Group (CFG) stake by 0.02% in Q2 2026, selling an estimated $322 and leaving 25,489 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #193.

AlTi Global first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • AlTi Global held 25,489 shares of Citizens Financial Group worth $1.79M as of Q2 2026.
  • AlTi Global sold 5 Citizens Financial Group shares in Q2 2026, an estimated $322.
  • Citizens Financial Group made up 0.04% of AlTi Global's portfolio in Q2 2026, its #193 holding.
  • AlTi Global first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.