Key Capital Management
CFG icon

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
Q3 		$486K Buy
7,501
+5,439
+264% +$383K 0.18% 81
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Key Capital Management's CFG Position: Q3 2026 in Review

Key Capital Management increased its Citizens Financial Group (CFG) stake by 264% in Q3 2026, buying an estimated $383K and bringing the position to 7,501 shares worth $486K. The position accounts for 0.18% of the portfolio, ranked #81.

Key Capital Management first reported a position in CFG in Q4 2025 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Key Capital Management held 7,501 shares of Citizens Financial Group worth $486K as of Q3 2026.
  • Key Capital Management bought 5,439 Citizens Financial Group shares in Q3 2026, an estimated $383K.
  • Citizens Financial Group made up 0.18% of Key Capital Management's portfolio in Q3 2026, its #81 holding.
  • Key Capital Management first reported a position in Citizens Financial Group in Q4 2025 and has held it in 4 quarters since.
  • 917 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.