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Sivia Capital Partners’s Citizens Financial Group CFG Stock Holding History

Sivia Capital Partners’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 		$872K Buy
12,448
+1,555
+14% +$100K 0.11% 234
2026
Q1 		$653K Sell
10,893
-6,405
-37% -$394K 0.13% 211
2025
Q4 		$1.01M Buy
17,298
+5,282
+44% +$284K 0.2% 109
2025
Q3 		$639K Buy
12,016
+2,202
+22% +$110K 0.18% 106
2025
Q2 		$439K Buy
9,814
+4,739
+93% +$187K 0.15% 157
2025
Q1 		$208K Buy
+5,075
New +$226K 0.1% 257

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

Sivia Capital Partners's CFG Position: Q2 2026 in Review

Sivia Capital Partners increased its Citizens Financial Group (CFG) stake by 14% in Q2 2026, buying an estimated $100K and bringing the position to 12,448 shares worth $872K. The position accounts for 0.11% of the portfolio, ranked #234.

Sivia Capital Partners first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Sivia Capital Partners held 12,448 shares of Citizens Financial Group worth $872K as of Q2 2026.
  • Sivia Capital Partners bought 1,555 Citizens Financial Group shares in Q2 2026, an estimated $100K.
  • Citizens Financial Group made up 0.11% of Sivia Capital Partners's portfolio in Q2 2026, its #234 holding.
  • Sivia Capital Partners first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Sivia Capital Partners's Citizens Financial Group position peaked at $1.01M in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.