Vontobel Holding
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Vontobel Holding’s Citizens Financial Group CFG Stock Holding History

Vontobel Holding’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 		$1.95M Buy
27,858
+304
+1% +$19.6K 0.01% 639
2026
Q1 		$1.65M Buy
27,554
+22,671
+464% +$1.39M 0.01% 559
2025
Q4 		$285K Hold
4,883
– – ﹤0.01% 1182
2025
Q3 		$260K Sell
4,883
-145
-3% -$7.22K ﹤0.01% 1147
2025
Q2 		$225K Sell
5,028
-484
-9% -$19.1K ﹤0.01% 1135
2025
Q1 		$226K Sell
5,512
-968
-15% -$43.2K ﹤0.01% 988
2024
Q4 		$284K Sell
6,480
-8,417
-57% -$372K ﹤0.01% 928
2024
Q3 		$612K Buy
14,897
+8,262
+125% +$334K ﹤0.01% 727
2024
Q2 		$239K Sell
6,635
-835
-11% -$29.1K ﹤0.01% 950
2024
Q1 		$271K Sell
7,470
-8,929
-54% -$293K ﹤0.01% 924
2023
Q4 		$543K Buy
+16,399
New +$451K ﹤0.01% 776
2023
Q2 		– Sell
-8,464
Closed -$257K – 1100
2023
Q1 		$257K Sell
8,464
-224
-3% -$8.77K ﹤0.01% 919
2022
Q4 		$339K Buy
8,688
+1,160
+15% +$45.3K ﹤0.01% 864
2022
Q3 		$259K Sell
7,528
-22
-0.3% -$814 ﹤0.01% 886
2022
Q2 		$273K Sell
7,550
-21,800
-74% -$861K ﹤0.01% 864
2022
Q1 		$1.37M Sell
29,350
-435
-1% -$22.4K 0.01% 532
2021
Q4 		$1.41M Buy
29,785
+16,166
+119% +$779K 0.01% 545
2021
Q3 		$640K Buy
13,619
+1,230
+10% +$54K 0.01% 721
2021
Q2 		$567K Buy
12,389
+3,340
+37% +$158K ﹤0.01% 730
2021
Q1 		$400K Buy
9,049
+1,039
+13% +$43.2K ﹤0.01% 726
2020
Q4 		$325K Buy
+8,010
New +$251K ﹤0.01% 781

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vontobel Holding's CFG Position: Q2 2026 in Review

Vontobel Holding increased its Citizens Financial Group (CFG) stake by 1.1% in Q2 2026, buying an estimated $19.6K and bringing the position to 27,858 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #639.

Vontobel Holding first reported a position in CFG in Q4 2020 and has held it in 21 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Vontobel Holding held 27,858 shares of Citizens Financial Group worth $1.95M as of Q2 2026.
  • Vontobel Holding bought 304 Citizens Financial Group shares in Q2 2026, an estimated $19.6K.
  • Citizens Financial Group made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #639 holding.
  • Vontobel Holding first reported a position in Citizens Financial Group in Q4 2020 and has held it in 21 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.