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Pinnacle Associates’s Citizens Financial Group CFG Stock Holding History

Pinnacle Associates’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 		$1.76M Buy
25,083
+957
+4% +$61.7K 0.02% 434
2026
Q1 		$1.45M Buy
24,126
+80
+0.3% +$4.92K 0.02% 455
2025
Q4 		$1.4M Buy
24,046
+4,421
+23% +$238K 0.02% 461
2025
Q3 		$1.04M Sell
19,625
-110
-0.6% -$5.47K 0.01% 502
2025
Q2 		$883K Buy
19,735
+8,693
+79% +$342K 0.01% 532
2025
Q1 		$452K Sell
11,042
-1,089
-9% -$48.6K 0.01% 628
2024
Q4 		$531K Buy
12,131
+3,517
+41% +$156K 0.01% 593
2024
Q3 		$285K Sell
8,614
-3,233
-27% -$131K ﹤0.01% 686
2024
Q2 		$427K Buy
11,847
+3,087
+35% +$108K 0.01% 615
2024
Q1 		$318K Buy
8,760
+146
+2% +$4.79K 0.01% 686
2023
Q4 		$285K Sell
8,614
-340
-4% -$9.36K ﹤0.01% 696
2023
Q3 		$240K Buy
8,954
+321
+4% +$9.18K ﹤0.01% 718
2023
Q2 		$225K Buy
8,633
+241
+3% +$6.64K ﹤0.01% 746
2023
Q1 		$255K Buy
8,392
+1,268
+18% +$49.7K 0.01% 665
2022
Q4 		$280K Sell
7,124
-25
-0.3% -$976 0.01% 628
2022
Q3 		$246K Buy
7,149
+1,128
+19% +$41.7K 0.01% 647
2022
Q2 		$215K Buy
6,021
+877
+17% +$34.6K ﹤0.01% 690
2022
Q1 		$233K Hold
5,144
– – ﹤0.01% 726
2021
Q4 		$243K Buy
5,144
+94
+2% +$4.53K ﹤0.01% 717
2021
Q3 		$237K Hold
5,050
– – ﹤0.01% 695
2021
Q2 		$232K Hold
5,050
– – ﹤0.01% 699
2021
Q1 		$223K Buy
+5,050
New +$210K ﹤0.01% 681

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

Pinnacle Associates's CFG Position: Q2 2026 in Review

Pinnacle Associates increased its Citizens Financial Group (CFG) stake by 4% in Q2 2026, buying an estimated $61.7K and bringing the position to 25,083 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #434.

Pinnacle Associates first reported a position in CFG in Q1 2021 and has held it in 22 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Pinnacle Associates held 25,083 shares of Citizens Financial Group worth $1.76M as of Q2 2026.
  • Pinnacle Associates bought 957 Citizens Financial Group shares in Q2 2026, an estimated $61.7K.
  • Citizens Financial Group made up 0.02% of Pinnacle Associates's portfolio in Q2 2026, its #434 holding.
  • Pinnacle Associates first reported a position in Citizens Financial Group in Q1 2021 and has held it in 22 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.