Klingman & Associates, LLC / CFG
Klingman & Associates, LLC’s Citizens Finl Group Inc Position
Does Klingman & Associates, LLC own Citizens Finl Group Inc (CFG)? Yes — 456.9K shares worth $27M (+1.31% of its 13F portfolio) as of Q1 2026, up from 427.0K shares the prior filed quarter.
Position Value
$27M
Q1 2026
Shares
456.9K
% of Portfolio
+1.31%
Quarters Held
30
currently held
Position History CFG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 456.9K | $27M | +1.31% |
| Q4 2025 | 427.0K | $25M | +1.20% |
| Q3 2025 | 447.1K | $24M | +1.20% |
| Q2 2025 | 447.1K | $20M | +1.10% |
| Q1 2025 | 447.2K | $18M | +1.12% |
| Q4 2024 | 409.6K | $18M | +1.10% |
| Q3 2024 | 420.7K | $17M | +1.07% |
| Q2 2024 | 420.8K | $15M | +1.02% |
| Q1 2024 | 420.7K | $15M | +1.06% |
| Q4 2023 | 331.7K | $11M | +0.81% |
| Q3 2023 | 331.6K | $9M | +0.72% |
| Q2 2023 | 336.4K | $9M | +0.71% |
| Q1 2023 | 331.5K | $10M | +0.87% |
| Q4 2022 | 317.0K | $12M | +1.09% |
| Q3 2022 | 322.8K | $11M | +1.09% |
| Q2 2022 | 322.8K | $12M | +1.13% |
| Q1 2022 | 322.7K | $15M | +1.24% |
| Q4 2021 | 286.4K | $14M | +1.16% |
| Q3 2021 | 286.4K | $13M | +1.26% |
| Q2 2021 | 286.4K | $13M | +1.26% |
| Q1 2021 | 286.4K | $13M | +1.31% |
| Q4 2020 | 146.0K | $5M | +0.60% |
| Q3 2020 | 146.0K | $4M | +0.50% |
| Q2 2020 | 145.6K | $4M | +0.56% |
| Q1 2020 | 80.0K | $2M | +0.31% |
| Q4 2019 | 80.0K | $3M | +0.53% |
| Q3 2019 | 80.0K | $3M | +0.51% |
| Q2 2019 | 80.0K | $3M | +1.46% |
| Q1 2019 | 80.0K | $3M | +0.51% |
| Q4 2018 | 80.0K | $2M | +0.54% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Klingman & Associates, LLC’s full portfolio or all institutional holders of CFG.