Triasima Portfolio Management’s Citizens Financial Group CFG Stock Holding History

Triasima Portfolio Management’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	$6.48M	Buy	92,429 +30,030	+48%	+$1.94M	0.87%	45
2026 Q1	$3.74M	Buy	+62,399	New	+$3.83M	0.57%	65
2025 Q4	–	Sell	-3,874	Closed	-$206K	–	148
2025 Q3	$206K	Buy	+3,874	New	+$193K	0.03%	146
2025 Q2	–	Sell	-10,004	Closed	-$410K	–	136
2025 Q1	$410K	Hold	10,004	–	–	0.08%	125
2024 Q4	$438K	Hold	10,004	–	–	0.08%	120
2024 Q3	$411K	Buy	10,004 +656	+7%	+$26.5K	0.09%	81
2024 Q2	$337K	Buy	9,348 +3,420	+58%	+$119K	0.03%	122
2024 Q1	$215K	Buy	+5,928	New	+$194K	0.02%	134

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Triasima Portfolio Management's CFG Position: Q2 2026 in Review

Triasima Portfolio Management increased its Citizens Financial Group (CFG) stake by 48% in Q2 2026, buying an estimated $1.94M and bringing the position to 92,429 shares worth $6.48M. The position accounts for 0.87% of the portfolio, ranked #45.

Triasima Portfolio Management first reported a position in CFG in Q1 2024 and has held it in 8 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Triasima Portfolio Management held 92,429 shares of Citizens Financial Group worth $6.48M as of Q2 2026.
Triasima Portfolio Management bought 30,030 Citizens Financial Group shares in Q2 2026, an estimated $1.94M.
Citizens Financial Group made up 0.87% of Triasima Portfolio Management's portfolio in Q2 2026, its #45 holding.
Triasima Portfolio Management first reported a position in Citizens Financial Group in Q1 2024 and has held it in 8 quarters since.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.