Ninety One (UK)’s Citizens Financial Group CFG Stock Holding History

Ninety One (UK)’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	$390M	Sell	6,123,720 -1,727,737	-22%	-$122M	0.86%	35
2026 Q2	$550M	Buy	7,851,457 +1,083,233	+16%	+$69.8M	1.23%	23
2026 Q1	$406M	Buy	6,768,224 +193,510	+3%	+$11.9M	0.94%	32
2025 Q4	$384M	Buy	6,574,714 +763,098	+13%	+$41M	0.82%	40
2025 Q3	$309M	Buy	+5,811,616	New	+$289M	0.67%	44
2019 Q4	–	Sell	-86,061	Closed	-$3.04M	–	245
2019 Q3	$3.04M	Sell	86,061 -219,837	-72%	-$7.67M	0.01%	212
2019 Q2	$10.8M	Hold	305,898	–	–	0.04%	191
2019 Q1	$9.9M	Hold	305,898	–	–	0.04%	194
2018 Q4	$9.09M	Buy	305,898 +118,037	+63%	+$4.14M	0.04%	200
2018 Q3	$7.25M	Buy	+187,861	New	+$7.58M	0.03%	207
2018 Q1	–	Sell	-260,060	Closed	-$10.9M	–	257
2017 Q4	$10.9M	Sell	260,060 -63,981	-20%	-$2.5M	0.04%	182
2017 Q3	$12.3M	Buy	324,041 +28,125	+10%	+$984K	0.05%	180
2017 Q2	$10.6M	Sell	295,916 -29,456	-9%	-$1.04M	0.05%	176
2017 Q1	$11.2M	Sell	325,372 -14,403	-4%	-$526K	0.06%	177
2016 Q4	$12.1M	Buy	+339,775	New	+$10.3M	0.06%	163

Other funds holding CFG

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Ninety One (UK)'s CFG Position: Q3 2026 in Review

Ninety One (UK) reduced its Citizens Financial Group (CFG) stake by 22% in Q3 2026, selling an estimated $122M and leaving 6,123,720 shares worth $390M. The position accounts for 0.86% of the portfolio, ranked #35.

Ninety One (UK) first reported a position in CFG in Q4 2016 and has held it in 15 quarters since. The position peaked at $550M in Q2 2026. 161 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Ninety One (UK) held 6,123,720 shares of Citizens Financial Group worth $390M as of Q3 2026.
Ninety One (UK) sold 1,727,737 Citizens Financial Group shares in Q3 2026, an estimated $122M.
Citizens Financial Group made up 0.86% of Ninety One (UK)'s portfolio in Q3 2026, its #35 holding.
Ninety One (UK) first reported a position in Citizens Financial Group in Q4 2016 and has held it in 15 quarters since.
Ninety One (UK)'s Citizens Financial Group position peaked at $550M in Q2 2026.
161 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Ninety One (UK)'s 13F filing for Q3 2026, filed 15 Oct 2026.