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Kera Capital Partners’s Citizens Financial Group CFG Stock Holding History

Kera Capital 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
Q2 		$1.06M Buy
15,090
+2,434
+19% +$157K 0.1% 117
2026
Q1 		$759K Buy
12,656
+284
+2% +$17.5K 0.09% 131
2025
Q4 		$779K Buy
12,372
+4,544
+58% +$244K 0.1% 128
2025
Q3 		$416K Buy
7,828
+2,611
+50% +$130K 0.06% 196
2025
Q2 		$233K Buy
+5,217
New +$205K 0.05% 282

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

Kera Capital Partners's CFG Position: Q2 2026 in Review

Kera Capital Partners increased its Citizens Financial Group (CFG) stake by 19% in Q2 2026, buying an estimated $157K and bringing the position to 15,090 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #117.

Kera Capital Partners first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Kera Capital Partners held 15,090 shares of Citizens Financial Group worth $1.06M as of Q2 2026.
  • Kera Capital Partners bought 2,434 Citizens Financial Group shares in Q2 2026, an estimated $157K.
  • Citizens Financial Group made up 0.1% of Kera Capital Partners's portfolio in Q2 2026, its #117 holding.
  • Kera Capital Partners first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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