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Sapient Capital’s Citizens Financial Group CFG Stock Holding History

Sapient Capital’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
-4,991
Closed -$299K – 411
2026
Q1 		$299K Buy
4,991
+284
+6% +$17.5K ﹤0.01% 354
2025
Q4 		$277K Buy
4,707
+202
+4% +$10.9K ﹤0.01% 350
2025
Q3 		$242K Sell
4,505
-673
-13% -$33.5K ﹤0.01% 349
2025
Q2 		$232K Sell
5,178
-413
-7% -$16.3K ﹤0.01% 344
2025
Q1 		$229K Sell
5,591
-1,426
-20% -$63.6K ﹤0.01% 337
2024
Q4 		$307K Buy
7,017
+1,474
+27% +$65.2K 0.01% 295
2024
Q3 		$228K Sell
5,543
-650
-10% -$26.3K ﹤0.01% 356
2024
Q2 		$223K Sell
6,193
-114
-2% -$3.98K ﹤0.01% 335
2024
Q1 		$229K Sell
6,307
-1,374
-18% -$45.1K 0.01% 335
2023
Q4 		$255K Buy
+7,681
New +$211K 0.01% 328

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

Sapient Capital's CFG Position: Q2 2026 in Review

Sapient Capital sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 4,991 shares — an estimated $299K sold.

Sapient Capital first reported a position in CFG in Q4 2023 and held it in 10 quarters. The position peaked at $307K in Q4 2024. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Sapient Capital reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Sapient Capital sold 4,991 Citizens Financial Group shares in Q2 2026, an estimated $299K.
  • Sapient Capital first reported a position in Citizens Financial Group in Q4 2023 and held it in 10 quarters.
  • Sapient Capital's Citizens Financial Group position peaked at $307K in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.