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Ategra Capital Management’s Citizens Financial Group CFG Stock Holding History

Ategra Capital Management’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 		$14.9M Buy
248,665
+8,658
+4% +$532K 7.41% 4
2025
Q4 		$14M Buy
240,007
+35,000
+17% +$1.88M 6.67% 4
2025
Q3 		$10.9M Buy
205,007
+135,000
+193% +$6.72M 6.43% 6
2025
Q2 		$3.13M Buy
+70,007
New +$2.76M 2.48% 12

Other funds holding CFG

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Ategra Capital Management's CFG Position: Q1 2026 in Review

Ategra Capital Management increased its Citizens Financial Group (CFG) stake by 3.6% in Q1 2026, buying an estimated $532K and bringing the position to 248,665 shares worth $14.9M. The position accounts for 7.41% of the portfolio, ranked #4.

Ategra Capital Management first reported a position in CFG in Q2 2025 and has held it in 4 quarters since. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Ategra Capital Management held 248,665 shares of Citizens Financial Group worth $14.9M as of Q1 2026.
  • Ategra Capital Management bought 8,658 Citizens Financial Group shares in Q1 2026, an estimated $532K.
  • Citizens Financial Group made up 7.41% of Ategra Capital Management's portfolio in Q1 2026, its #4 holding.
  • Ategra Capital Management first reported a position in Citizens Financial Group in Q2 2025 and has held it in 4 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Ategra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.