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Caldwell Sutter Capital’s Citizens Financial Group CFG Stock Holding History

Caldwell Sutter Capital’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 		$11.1K Hold
159
– – ﹤0.01% 593
2026
Q1 		$9.54K Hold
159
– – ﹤0.01% 564
2025
Q4 		$9.29K Hold
159
– – ﹤0.01% 558
2025
Q3 		$8.45K Hold
159
– – ﹤0.01% 577
2025
Q2 		$7.12K Hold
159
– – ﹤0.01% 579
2025
Q1 		$6.51K Hold
159
– – ﹤0.01% 595
2024
Q4 		$6.96K Hold
159
– – ﹤0.01% 598
2024
Q3 		$6.53K Hold
159
– – ﹤0.01% 608
2024
Q2 		$5.73K Hold
159
– – ﹤0.01% 616
2024
Q1 		$5.77K Hold
159
– – ﹤0.01% 613
2023
Q4 		$5.27K Hold
159
– – ﹤0.01% 622
2023
Q3 		$4.26K Hold
159
– – ﹤0.01% 620
2023
Q2 		$4.15K Buy
+159
New +$4.38K ﹤0.01% 635

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

Caldwell Sutter Capital's CFG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Citizens Financial Group (CFG) position steady in Q2 2026 at 159 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Caldwell Sutter Capital first reported a position in CFG in Q2 2023 and has held it in 13 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Caldwell Sutter Capital held 159 shares of Citizens Financial Group worth $11.1K as of Q2 2026.
  • Caldwell Sutter Capital left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #593 holding.
  • Caldwell Sutter Capital first reported a position in Citizens Financial Group in Q2 2023 and has held it in 13 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.