Y-Intercept (HK)’s Citizens Financial Group CFG Stock Holding History

Y-Intercept (HK)’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	–	Sell	-51,913	Closed	-$3.11M	–	1756
2026 Q1	$3.11M	Buy	+51,913	New	+$3.19M	0.06%	514
2025 Q2	–	Sell	-44,886	Closed	-$1.84M	–	1665
2025 Q1	$1.84M	Buy	44,886 +23,993	+115%	+$1.07M	0.12%	214
2024 Q4	$914K	Sell	20,893 -22,832	-52%	-$1.01M	0.06%	465
2024 Q3	$1.8M	Sell	43,725 -57,269	-57%	-$2.31M	0.11%	239
2024 Q2	$3.64M	Buy	100,994 +33,869	+50%	+$1.18M	0.2%	101
2024 Q1	$2.44M	Buy	67,125 +12,085	+22%	+$396K	0.18%	129
2023 Q4	$1.82M	Sell	55,040 -24,233	-31%	-$667K	0.17%	146
2023 Q3	$2.12M	Sell	79,273 -78,111	-50%	-$2.23M	0.21%	129
2023 Q2	$4.1M	Buy	157,384 +75,699	+93%	+$2.09M	0.43%	19
2023 Q1	$2.48M	Buy	81,685 +43,726	+115%	+$1.71M	0.29%	56
2022 Q4	$1.49M	Buy	+37,959	New	+$1.48M	0.22%	108
2022 Q3	–	Sell	-10,856	Closed	-$387K	–	988
2022 Q2	$387K	Buy	10,856 +128	+1%	+$5.05K	0.05%	497
2022 Q1	$486K	Buy	+10,728	New	+$551K	0.11%	274

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

Y-Intercept (HK)'s CFG Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 51,913 shares — an estimated $3.11M sold.

Y-Intercept (HK) first reported a position in CFG in Q1 2022 and held it in 13 quarters. The position peaked at $4.1M in Q2 2023. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Y-Intercept (HK) reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 51,913 Citizens Financial Group shares in Q2 2026, an estimated $3.11M.
Y-Intercept (HK) first reported a position in Citizens Financial Group in Q1 2022 and held it in 13 quarters.
Y-Intercept (HK)'s Citizens Financial Group position peaked at $4.1M in Q2 2023.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.