Ninety One’s Citizens Financial Group CFG Stock Holding History

Ninety One’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	$10.4M	Sell	163,472 -80,180	-33%	-$5.64M	0.52%	32
2026 Q2	$17.1M	Buy	243,652 +14,909	+7%	+$961K	0.92%	17
2026 Q1	$13.6M	Buy	228,743 +76,006	+50%	+$4.67M	0.58%	22
2025 Q4	$8.92M	Hold	152,737	–	–	0.39%	35
2025 Q3	$8.08M	Buy	+152,737	New	+$7.6M	0.36%	40
2020 Q1	–	Sell	-1,334	Closed	-$47K	–	113
2019 Q4	$47K	Hold	1,334	–	–	0.03%	101
2019 Q3	$47K	Sell	1,334 -474	-26%	-$16.5K	0.03%	101
2019 Q2	$63K	Hold	1,808	–	–	0.04%	93
2019 Q1	$59K	Hold	1,808	–	–	0.03%	97
2018 Q4	$54K	Buy	1,808 +695	+62%	+$24.4K	0.03%	99
2018 Q3	$43K	Hold	1,113	–	–	0.01%	107
2018 Q2	$44K	Sell	1,113 -173	-13%	-$7.21K	0.01%	130
2018 Q1	$54K	Sell	1,286 -273	-18%	-$12.3K	0.03%	90
2017 Q4	$66K	Hold	1,559	–	–	0.03%	64
2017 Q3	$59K	Buy	1,559 +229	+17%	+$8.01K	0.03%	64
2017 Q2	$47K	Hold	1,330	–	–	0.03%	72
2017 Q1	$46K	Sell	1,330 -173	-12%	-$6.31K	0.03%	70
2016 Q4	$53K	Buy	+1,503	New	+$45.5K	0.04%	68

Other funds holding CFG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Ninety One's CFG Position: Q3 2026 in Review

Ninety One reduced its Citizens Financial Group (CFG) stake by 33% in Q3 2026, selling an estimated $5.64M and leaving 163,472 shares worth $10.4M. The position accounts for 0.52% of the portfolio, ranked #32.

Ninety One first reported a position in CFG in Q4 2016 and has held it in 18 quarters since. The position peaked at $17.1M in Q2 2026. 622 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Ninety One held 163,472 shares of Citizens Financial Group worth $10.4M as of Q3 2026.
Ninety One sold 80,180 Citizens Financial Group shares in Q3 2026, an estimated $5.64M.
Citizens Financial Group made up 0.52% of Ninety One's portfolio in Q3 2026, its #32 holding.
Ninety One first reported a position in Citizens Financial Group in Q4 2016 and has held it in 18 quarters since.
Ninety One's Citizens Financial Group position peaked at $17.1M in Q2 2026.
622 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

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