Tema ETFs
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Tema ETFs’s Citizens Financial Group CFG Stock Holding History

Tema ETFs’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
Q3 		$546K Buy
8,570
+145
+2% +$10.2K 0.02% 403
2026
Q2 		$590K Buy
8,425
+725
+9% +$46.7K 0.02% 382
2026
Q1 		$462K Buy
7,700
+35
+0.5% +$2.15K 0.03% 383
2025
Q4 		$448K Sell
7,665
-20
-0.3% -$1.08K 0.03% 382
2025
Q3 		$409K Buy
+7,685
New +$383K 0.03% 412

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Tema ETFs's CFG Position: Q3 2026 in Review

Tema ETFs increased its Citizens Financial Group (CFG) stake by 1.7% in Q3 2026, buying an estimated $10.2K and bringing the position to 8,570 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #403.

Tema ETFs first reported a position in CFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $590K in Q2 2026. 179 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Tema ETFs held 8,570 shares of Citizens Financial Group worth $546K as of Q3 2026.
  • Tema ETFs bought 145 Citizens Financial Group shares in Q3 2026, an estimated $10.2K.
  • Citizens Financial Group made up 0.02% of Tema ETFs's portfolio in Q3 2026, its #403 holding.
  • Tema ETFs first reported a position in Citizens Financial Group in Q3 2025 and has held it in 5 quarters since.
  • Tema ETFs's Citizens Financial Group position peaked at $590K in Q2 2026.
  • 179 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Tema ETFs's 13F filing for Q3 2026, filed 16 Oct 2026.