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Sage Mountain Advisors’s Citizens Financial Group CFG Stock Holding History

Sage Mountain Advisors’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
Q1 		– Sell
-6,148
Closed -$359K – 335
2025
Q4 		$359K Buy
6,148
+1,579
+35% +$84.8K 0.02% 352
2025
Q3 		$243K Buy
+4,569
New +$227K 0.01% 422
2024
Q4 		– Sell
-5,359
Closed -$220K – 482
2024
Q3 		$220K Buy
+5,359
New +$217K 0.02% 364

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sage Mountain Advisors's CFG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 6,148 shares — an estimated $359K sold.

Sage Mountain Advisors first reported a position in CFG in Q3 2024 and held it in 3 quarters. The position peaked at $359K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 6,148 Citizens Financial Group shares in Q1 2026, an estimated $359K.
  • Sage Mountain Advisors first reported a position in Citizens Financial Group in Q3 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's Citizens Financial Group position peaked at $359K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.