Petiole USA’s Citizens Financial Group CFG Stock Holding History

Petiole USA’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	$2.61M	Sell	37,217 -19,837	-35%	-$1.28M	1.87%	22
2026 Q1	$3.42M	Sell	57,054 -4,700	-8%	-$289K	2.39%	19
2025 Q4	$3.61M	Hold	61,754	–	–	2.34%	17
2025 Q3	$3.28M	Sell	61,754 -5,700	-8%	-$284K	2.27%	18
2025 Q2	$3.02M	Hold	67,454	–	–	2.14%	20
2025 Q1	$2.76M	Hold	67,454	–	–	1.95%	23
2024 Q4	$2.95M	Hold	67,454	–	–	1.86%	25
2024 Q3	$2.77M	Buy	67,454 +26,000	+63%	+$1.05M	1.81%	27
2024 Q2	$1.49M	Hold	41,454	–	–	1.25%	32
2024 Q1	$1.5M	Sell	41,454 -22,000	-35%	-$722K	1.18%	34
2023 Q4	$2.1M	Hold	63,454	–	–	1.55%	27
2023 Q3	$1.7M	Hold	63,454	–	–	1.56%	27
2023 Q2	$1.65M	Hold	63,454	–	–	1.62%	26
2023 Q1	$1.93M	Sell	63,454 -12,820	-17%	-$502K	1.61%	25
2022 Q4	$3M	Hold	76,274	–	–	2.2%	24
2022 Q3	$2.62M	Buy	76,274 +19,500	+34%	+$721K	1.95%	26
2022 Q2	$2.03M	Buy	+56,774	New	+$2.24M	1.77%	27

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Petiole USA's CFG Position: Q2 2026 in Review

Petiole USA reduced its Citizens Financial Group (CFG) stake by 35% in Q2 2026, selling an estimated $1.28M and leaving 37,217 shares worth $2.61M. The position accounts for 1.87% of the portfolio, ranked #22.

Petiole USA first reported a position in CFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.61M in Q4 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Petiole USA held 37,217 shares of Citizens Financial Group worth $2.61M as of Q2 2026.
Petiole USA sold 19,837 Citizens Financial Group shares in Q2 2026, an estimated $1.28M.
Citizens Financial Group made up 1.87% of Petiole USA's portfolio in Q2 2026, its #22 holding.
Petiole USA first reported a position in Citizens Financial Group in Q2 2022 and has held it in 17 quarters since.
Petiole USA's Citizens Financial Group position peaked at $3.61M in Q4 2025.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Petiole USA's 13F filing for Q2 2026, filed 13 Aug 2026.