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Sit Investment Associates’s Citizens Financial Group CFG Stock Holding History

Sit Investment 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
Q2 		$6.43M Sell
91,805
-13,420
-13% -$865K 0.12% 185
2026
Q1 		$6.31M Sell
105,225
-20,000
-16% -$1.23M 0.13% 180
2025
Q4 		$7.31M Buy
125,225
+17,225
+16% +$925K 0.14% 167
2025
Q3 		$5.74M Buy
+108,000
New +$5.38M 0.12% 188

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 $3.38T AUM 44.17% 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

Sit Investment Associates's CFG Position: Q2 2026 in Review

Sit Investment Associates reduced its Citizens Financial Group (CFG) stake by 13% in Q2 2026, selling an estimated $865K and leaving 91,805 shares worth $6.43M. The position accounts for 0.12% of the portfolio, ranked #185.

Sit Investment Associates first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.31M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Sit Investment Associates held 91,805 shares of Citizens Financial Group worth $6.43M as of Q2 2026.
  • Sit Investment Associates sold 13,420 Citizens Financial Group shares in Q2 2026, an estimated $865K.
  • Citizens Financial Group made up 0.12% of Sit Investment Associates's portfolio in Q2 2026, its #185 holding.
  • Sit Investment Associates first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • Sit Investment Associates's Citizens Financial Group position peaked at $7.31M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.