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Vista Investment Partners II’s Citizens Financial Group CFG Stock Holding History

Vista Investment Partners II’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 		$3.2M Sell
45,644
-196
-0.4% -$12.6K 1.25% 22
2026
Q1 		$2.75M Buy
45,840
+1,502
+3% +$92.3K 1.23% 30
2025
Q4 		$2.59M Buy
+44,338
New +$2.38M 1.12% 33

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Vista Investment Partners II's CFG Position: Q2 2026 in Review

Vista Investment Partners II reduced its Citizens Financial Group (CFG) stake by 0.43% in Q2 2026, selling an estimated $12.6K and leaving 45,644 shares worth $3.2M. The position accounts for 1.25% of the portfolio, ranked #22.

Vista Investment Partners II first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Vista Investment Partners II held 45,644 shares of Citizens Financial Group worth $3.2M as of Q2 2026.
  • Vista Investment Partners II sold 196 Citizens Financial Group shares in Q2 2026, an estimated $12.6K.
  • Citizens Financial Group made up 1.25% of Vista Investment Partners II's portfolio in Q2 2026, its #22 holding.
  • Vista Investment Partners II first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.