Triumph Capital Management
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Triumph Capital Management’s Citizens Financial Group CFG Stock Holding History

Triumph Capital 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
Q3 		$5.28K Buy
83
+13
+19% +$915 ﹤0.01% 1373
2026
Q2 		$4.88K Buy
70
+4
+6% +$258 ﹤0.01% 1355
2026
Q1 		$3.98K Buy
66
+8
+14% +$492 ﹤0.01% 1382
2025
Q4 		$3.39K Buy
+58
New +$3.12K ﹤0.01% 1367

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Triumph Capital Management's CFG Position: Q3 2026 in Review

Triumph Capital Management increased its Citizens Financial Group (CFG) stake by 19% in Q3 2026, buying an estimated $915 and bringing the position to 83 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Triumph Capital Management first reported a position in CFG in Q4 2025 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Triumph Capital Management held 83 shares of Citizens Financial Group worth $5.28K as of Q3 2026.
  • Triumph Capital Management bought 13 Citizens Financial Group shares in Q3 2026, an estimated $915.
  • Citizens Financial Group made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1373 holding.
  • Triumph Capital Management first reported a position in Citizens Financial Group in Q4 2025 and has held it in 4 quarters since.
  • 577 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.