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Patton Fund Management’s Citizens Financial Group CFG Stock Holding History

Patton Fund 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 		– Sell
-4,057
Closed -$243K – 155
2026
Q1 		$243K Hold
4,057
– – 0.04% 314
2025
Q4 		$237K Sell
4,057
-58,874
-94% -$3.16M 0.03% 167
2025
Q3 		$3.35M Sell
62,931
-4,156
-6% -$207K 0.6% 48
2025
Q2 		$3M Sell
67,087
-51,063
-43% -$2.01M 0.66% 41
2025
Q1 		$4.84M Sell
118,150
-34,831
-23% -$1.55M 1.17% 25
2024
Q4 		$6.69M Buy
+152,981
New +$6.76M 1.31% 19

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Patton Fund Management's CFG Position: Q2 2026 in Review

Patton Fund Management sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 4,057 shares — an estimated $243K sold.

Patton Fund Management first reported a position in CFG in Q4 2024 and held it in 6 quarters. The position peaked at $6.69M in Q4 2024. 149 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Patton Fund Management reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 4,057 Citizens Financial Group shares in Q2 2026, an estimated $243K.
  • Patton Fund Management first reported a position in Citizens Financial Group in Q4 2024 and held it in 6 quarters.
  • Patton Fund Management's Citizens Financial Group position peaked at $6.69M in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.