Pinnacle Associates
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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
Q3 		$1.62M Buy
25,449
+366
+1% +$25.8K 0.02% 453
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% -$5.48K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Pinnacle Associates's CFG Position: Q3 2026 in Review

Pinnacle Associates increased its Citizens Financial Group (CFG) stake by 1.5% in Q3 2026, buying an estimated $25.8K and bringing the position to 25,449 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #453.

Pinnacle Associates first reported a position in CFG in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.76M in Q2 2026. 247 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Pinnacle Associates held 25,449 shares of Citizens Financial Group worth $1.62M as of Q3 2026.
  • Pinnacle Associates bought 366 Citizens Financial Group shares in Q3 2026, an estimated $25.8K.
  • Citizens Financial Group made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #453 holding.
  • Pinnacle Associates first reported a position in Citizens Financial Group in Q1 2021 and has held it in 23 quarters since.
  • Pinnacle Associates's Citizens Financial Group position peaked at $1.76M in Q2 2026.
  • 247 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.