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J. Safra Sarasin Holding’s Citizens Financial Group CFG Stock Holding History

J. Safra Sarasin Holding’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 		$1.96M Buy
29,010
+21,350
+279% +$1.38M 0.03% 270
2026
Q1 		$459K Buy
7,660
+320
+4% +$19.7K 0.01% 413
2025
Q4 		$429K Sell
7,340
-3,814
-34% -$205K 0.01% 413
2025
Q3 		$593K Sell
11,154
-3,014
-21% -$150K 0.01% 397
2025
Q2 		$634K Sell
14,168
-14,158
-50% -$557K 0.01% 339
2025
Q1 		$1.16M Buy
28,326
+3,767
+15% +$168K 0.02% 294
2024
Q4 		$1.07M Sell
24,559
-20,006
-45% -$885K 0.02% 306
2024
Q3 		$1.83M Sell
44,565
-1,396
-3% -$56.4K 0.03% 224
2024
Q2 		$1.66M Buy
+45,961
New +$1.6M 0.03% 245

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 $3.38T AUM 44.17% 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

J. Safra Sarasin Holding's CFG Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Citizens Financial Group (CFG) stake by 279% in Q2 2026, buying an estimated $1.38M and bringing the position to 29,010 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #270.

J. Safra Sarasin Holding first reported a position in CFG in Q2 2024 and has held it in 9 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • J. Safra Sarasin Holding held 29,010 shares of Citizens Financial Group worth $1.96M as of Q2 2026.
  • J. Safra Sarasin Holding bought 21,350 Citizens Financial Group shares in Q2 2026, an estimated $1.38M.
  • Citizens Financial Group made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #270 holding.
  • J. Safra Sarasin Holding first reported a position in Citizens Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.