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BTG Pactual Asset Management US’s Citizens Financial Group CFG Stock Holding History

BTG Pactual Asset Management US’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 		$2.7M Sell
38,469
-8,676
-18% -$559K 0.17% 119
2026
Q1 		$2.83M Buy
47,145
+17,187
+57% +$1.06M 0.24% 92
2025
Q4 		$1.75M Buy
29,958
+18,355
+158% +$986K 0.17% 96
2025
Q3 		$617K Buy
+11,603
New +$578K 0.03% 121

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

BTG Pactual Asset Management US's CFG Position: Q2 2026 in Review

BTG Pactual Asset Management US reduced its Citizens Financial Group (CFG) stake by 18% in Q2 2026, selling an estimated $559K and leaving 38,469 shares worth $2.7M. The position accounts for 0.17% of the portfolio, ranked #119.

BTG Pactual Asset Management US first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.83M in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • BTG Pactual Asset Management US held 38,469 shares of Citizens Financial Group worth $2.7M as of Q2 2026.
  • BTG Pactual Asset Management US sold 8,676 Citizens Financial Group shares in Q2 2026, an estimated $559K.
  • Citizens Financial Group made up 0.17% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #119 holding.
  • BTG Pactual Asset Management US first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • BTG Pactual Asset Management US's Citizens Financial Group position peaked at $2.83M in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.