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

Key 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 		$144K Sell
2,062
-473
-19% -$30.5K 0.07% 91
2026
Q1 		$152K Buy
2,535
+625
+33% +$38.4K 0.1% 85
2025
Q4 		$112K Buy
+1,910
New +$103K 0.11% 87

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Key Capital Management reduced its Citizens Financial Group (CFG) stake by 19% in Q2 2026, selling an estimated $30.5K and leaving 2,062 shares worth $144K. The position accounts for 0.07% of the portfolio, ranked #91.

Key Capital Management first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $152K in Q1 2026. 553 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Key Capital Management held 2,062 shares of Citizens Financial Group worth $144K as of Q2 2026.
  • Key Capital Management sold 473 Citizens Financial Group shares in Q2 2026, an estimated $30.5K.
  • Citizens Financial Group made up 0.07% of Key Capital Management's portfolio in Q2 2026, its #91 holding.
  • Key Capital Management first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Citizens Financial Group position peaked at $152K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.