University of Texas/Texas AM Investment Management Co (UTIMCO)’s Citizens Financial Group CFG Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$5.89M	Buy	84,064 +83,619	+18,791%	+$5.39M	0.68%	26
2026 Q1	$26.7K	Hold	445	–	–	﹤0.01%	234
2025 Q4	$26K	Buy	+445	New	+$23.9K	﹤0.01%	243

Other funds holding CFG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s CFG Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) increased its Citizens Financial Group (CFG) stake by 18,791% in Q2 2026, buying an estimated $5.39M and bringing the position to 84,064 shares worth $5.89M. The position accounts for 0.68% of the portfolio, ranked #26.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 790 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 84,064 shares of Citizens Financial Group worth $5.89M as of Q2 2026.
University of Texas/Texas AM Investment Management Co (UTIMCO) bought 83,619 Citizens Financial Group shares in Q2 2026, an estimated $5.39M.
Citizens Financial Group made up 0.68% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #26 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
790 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.