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Sarah Ketterer’s Citizens Financial Group CFG Stock Holding History

Sarah Ketterer’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 		$75.5M Buy
1,077,093
+28,567
+3% +$1.84M 0.82% 23
2026
Q1 		$62.9M Buy
1,048,526
+34,340
+3% +$2.11M 0.77% 30
2025
Q4 		$59.2M Sell
1,014,186
-75,874
-7% -$4.08M 0.82% 30
2025
Q3 		$57.9M Buy
1,090,060
+57,086
+6% +$2.84M 0.77% 26
2025
Q2 		$46.2M Buy
1,032,974
+28,775
+3% +$1.13M 0.73% 28
2025
Q1 		$41.1M Buy
1,004,199
+239,646
+31% +$10.7M 0.86% 32
2024
Q4 		$33.5M Sell
764,553
-122,767
-14% -$5.43M 0.76% 38
2024
Q3 		$36.4M Sell
887,320
-428,417
-33% -$17.3M 0.9% 36
2024
Q2 		$47.4M Buy
1,315,737
+5,538
+0.4% +$193K 1.29% 25
2024
Q1 		$47.6M Sell
1,310,199
-118,382
-8% -$3.88M 1.24% 27
2023
Q4 		$47.3M Buy
1,428,581
+234,061
+20% +$6.44M 1.21% 28
2023
Q3 		$32M Buy
1,194,520
+561,274
+89% +$16M 0.84% 35
2023
Q2 		$16.5M Buy
+633,246
New +$17.4M 0.43% 52

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

Sarah Ketterer's CFG Position: Q2 2026 in Review

Sarah Ketterer increased its Citizens Financial Group (CFG) stake by 2.7% in Q2 2026, buying an estimated $1.84M and bringing the position to 1,077,093 shares worth $75.5M. The position accounts for 0.82% of the portfolio, ranked #23.

Sarah Ketterer first reported a position in CFG in Q2 2023 and has held it in 13 quarters since. 1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Sarah Ketterer held 1,077,093 shares of Citizens Financial Group worth $75.5M as of Q2 2026.
  • Sarah Ketterer bought 28,567 Citizens Financial Group shares in Q2 2026, an estimated $1.84M.
  • Citizens Financial Group made up 0.82% of Sarah Ketterer's portfolio in Q2 2026, its #23 holding.
  • Sarah Ketterer first reported a position in Citizens Financial Group in Q2 2023 and has held it in 13 quarters since.
  • 1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Causeway Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.