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Sachetta’s Citizens Financial Group CFG Stock Holding History

Sachetta’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
-86
Closed -$5.16K – 1060
2026
Q1 		$5.16K Buy
86
+42
+95% +$2.58K ﹤0.01% 649
2025
Q4 		$2.57K Hold
44
– – ﹤0.01% 695
2025
Q3 		$2.34K Hold
44
– – ﹤0.01% 784
2025
Q2 		$1.97K Hold
44
– – ﹤0.01% 813
2025
Q1 		$1.8K Sell
44
-16
-27% -$714 ﹤0.01% 824
2024
Q4 		$2.63K Sell
60
-136
-69% -$6.01K ﹤0.01% 760
2024
Q3 		$8.05K Sell
196
-200
-51% -$8.08K ﹤0.01% 518
2024
Q2 		$17.1K Sell
396
-23
-5% -$802 0.01% 356
2024
Q1 		$13.9K Hold
419
– – 0.01% 358
2023
Q4 		$13.9K Buy
+419
New +$11.5K 0.01% 358

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

Sachetta's CFG Position: Q2 2026 in Review

Sachetta sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 86 shares — an estimated $5.16K sold.

Sachetta first reported a position in CFG in Q4 2023 and held it in 10 quarters. The position peaked at $17.1K in Q2 2024. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Sachetta reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 86 Citizens Financial Group shares in Q2 2026, an estimated $5.16K.
  • Sachetta first reported a position in Citizens Financial Group in Q4 2023 and held it in 10 quarters.
  • Sachetta's Citizens Financial Group position peaked at $17.1K in Q2 2024.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.