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Interval Partners’s Citizens Financial Group CFG Stock Holding History

Interval Partners’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 		– Sell
-53,800
Closed -$3.14M – 286
2025
Q4 		$3.14M Sell
53,800
-131,400
-71% -$7.06M 0.06% 223
2025
Q3 		$9.85M Buy
185,200
+77,600
+72% +$3.86M 0.16% 136
2025
Q2 		$4.82M Buy
107,600
+54,400
+102% +$2.14M 0.08% 207
2025
Q1 		$2.18M Buy
+53,200
New +$2.37M 0.05% 264
2024
Q4 		– Sell
-79,400
Closed -$3.26M – 365
2024
Q3 		$3.26M Buy
+79,400
New +$3.21M 0.07% 220
2019
Q2 		– Sell
-120,000
Closed -$3.9M – 200
2019
Q1 		$3.9M Buy
+120,000
New +$4.16M 0.15% 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

Interval Partners's CFG Position: Q2 2026 in Review

Interval Partners opened a new position in Citizens Financial Group (CFG) in Q2 2026: 21,711 shares worth $1.52M. The stake represents 0.04% of the portfolio and ranks #244 among its holdings. This is a return to the name: Interval Partners previously reported a position in CFG as recently as Q3 2025.

Interval Partners first reported a position in CFG in Q2 2016 and has held it in 26 quarters since. The position peaked at $29.2M in Q4 2019. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Interval Partners held 21,711 shares of Citizens Financial Group worth $1.52M as of Q2 2026.
  • Citizens Financial Group was a new Interval Partners position in Q2 2026.
  • Citizens Financial Group made up 0.04% of Interval Partners's portfolio in Q2 2026, its #244 holding.
  • Interval Partners first reported a position in Citizens Financial Group in Q2 2016 and has held it in 26 quarters since.
  • Interval Partners's Citizens Financial Group position peaked at $29.2M in Q4 2019.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.