PCA
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Pallas Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Pallas Capital Advisors’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 		$1.39M Buy
19,855
+1,151
+6% +$74.2K 0.04% 283
2026
Q1 		$1.12M Sell
18,704
-1,758
-9% -$108K 0.04% 303
2025
Q4 		$1.2M Buy
20,462
+6,197
+43% +$333K 0.04% 319
2025
Q3 		$758K Buy
14,265
+77
+0.5% +$3.83K 0.03% 406
2025
Q2 		$635K Sell
14,188
-28,179
-67% -$1.11M 0.02% 436
2025
Q1 		$1.74M Buy
42,367
+16,670
+65% +$744K 0.07% 203
2024
Q4 		$1.12M Buy
25,697
+77
+0.3% +$3.4K 0.05% 214
2024
Q3 		$1.07M Buy
25,620
+14,896
+139% +$602K 0.05% 217
2024
Q2 		$437K Buy
+10,724
New +$374K 0.02% 333

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

Pallas Capital Advisors's CFG Position: Q2 2026 in Review

Pallas Capital Advisors increased its Citizens Financial Group (CFG) stake by 6.2% in Q2 2026, buying an estimated $74.2K and bringing the position to 19,855 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #283.

Pallas Capital Advisors first reported a position in CFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q1 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Pallas Capital Advisors held 19,855 shares of Citizens Financial Group worth $1.39M as of Q2 2026.
  • Pallas Capital Advisors bought 1,151 Citizens Financial Group shares in Q2 2026, an estimated $74.2K.
  • Citizens Financial Group made up 0.04% of Pallas Capital Advisors's portfolio in Q2 2026, its #283 holding.
  • Pallas Capital Advisors first reported a position in Citizens Financial Group in Q2 2024 and has held it in 9 quarters since.
  • Pallas Capital Advisors's Citizens Financial Group position peaked at $1.74M in Q1 2025.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.