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

BTC 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
Q2 		$6.47M Buy
92,357
+3,541
+4% +$228K 0.39% 71
2026
Q1 		$5.32M Buy
88,816
+3,377
+4% +$208K 0.36% 80
2025
Q4 		$4.99M Buy
85,439
+4,718
+6% +$253K 0.35% 80
2025
Q3 		$4.29M Buy
80,721
+27,554
+52% +$1.37M 0.3% 83
2025
Q2 		$2.35M Buy
53,167
+4,972
+10% +$196K 0.19% 96
2025
Q1 		$1.97M Buy
48,195
+5,196
+12% +$232K 0.18% 102
2024
Q4 		$1.88M Buy
42,999
+7,119
+20% +$315K 0.17% 98
2024
Q3 		$1.47M Sell
35,880
-1,850
-5% -$74.8K 0.13% 116
2024
Q2 		$1.36M Sell
37,730
-9,193
-20% -$321K 0.13% 116
2024
Q1 		$1.7M Buy
+46,923
New +$1.54M 0.16% 111
2023
Q3 		$1.61M Sell
59,985
-19,256
-24% -$551K 0.19% 110
2023
Q2 		$2.07M Buy
79,241
+4,635
+6% +$128K 0.22% 104
2023
Q1 		$2.25M Sell
74,606
-17,529
-19% -$687K 0.26% 98
2022
Q4 		$3.63M Buy
92,135
+26,091
+40% +$1.02M 0.44% 81
2022
Q3 		$2.27M Buy
66,044
+7,393
+13% +$274K 0.3% 98
2022
Q2 		$2.09M Buy
58,651
+17,407
+42% +$687K 0.26% 104
2022
Q1 		$1.87M Buy
+41,244
New +$2.12M 0.18% 113

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

BTC Capital Management's CFG Position: Q2 2026 in Review

BTC Capital Management increased its Citizens Financial Group (CFG) stake by 4% in Q2 2026, buying an estimated $228K and bringing the position to 92,357 shares worth $6.47M. The position accounts for 0.39% of the portfolio, ranked #71.

BTC Capital Management first reported a position in CFG in Q1 2022 and has held it in 17 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • BTC Capital Management held 92,357 shares of Citizens Financial Group worth $6.47M as of Q2 2026.
  • BTC Capital Management bought 3,541 Citizens Financial Group shares in Q2 2026, an estimated $228K.
  • Citizens Financial Group made up 0.39% of BTC Capital Management's portfolio in Q2 2026, its #71 holding.
  • BTC Capital Management first reported a position in Citizens Financial Group in Q1 2022 and has held it in 17 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.