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

Evergreen 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 		$1.02M Sell
14,539
-29,787
-67% -$1.92M 0.02% 533
2026
Q1 		$2.66M Buy
44,326
+534
+1% +$32.8K 0.06% 278
2025
Q4 		$2.56M Buy
43,792
+33,802
+338% +$1.82M 0.06% 271
2025
Q3 		$531K Sell
9,990
-1,037
-9% -$51.6K 0.01% 629
2025
Q2 		$493K Buy
11,027
+2,336
+27% +$91.9K 0.01% 560
2025
Q1 		$356K Buy
8,691
+2,209
+34% +$98.6K 0.01% 659
2024
Q4 		$284K Buy
6,482
+103
+2% +$4.55K 0.01% 765
2024
Q3 		$262K Buy
6,379
+686
+12% +$27.7K 0.01% 781
2024
Q2 		$205K Buy
+5,693
New +$199K 0.01% 861
2023
Q1 		– Sell
-12,492
Closed -$492K – 728
2022
Q4 		$492K Buy
12,492
+3,619
+41% +$141K 0.02% 374
2022
Q3 		$305K Buy
+8,873
New +$328K 0.02% 441

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

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

Evergreen Capital Management reduced its Citizens Financial Group (CFG) stake by 67% in Q2 2026, selling an estimated $1.92M and leaving 14,539 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #533.

Evergreen Capital Management first reported a position in CFG in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.66M in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Evergreen Capital Management held 14,539 shares of Citizens Financial Group worth $1.02M as of Q2 2026.
  • Evergreen Capital Management sold 29,787 Citizens Financial Group shares in Q2 2026, an estimated $1.92M.
  • Citizens Financial Group made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #533 holding.
  • Evergreen Capital Management first reported a position in Citizens Financial Group in Q3 2022 and has held it in 11 quarters since.
  • Evergreen Capital Management's Citizens Financial Group position peaked at $2.66M in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.