INFRASTRUCTURE CAPITAL ADVISORS, LLC CFG — CITIZENS FINL GROUP INC

Ownership history in INFRASTRUCTURE CAPITAL ADVISORS, LLC  ·  11 quarters on record

AI Ownership Summary

INFRASTRUCTURE CAPITAL ADVISORS, LLC reported CITIZENS FINL GROUP INC (CFG) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2026 Q1. The latest visible filing shows CFG at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INFRASTRUCTURE CAPITAL ADVISORS, LLC's position in CITIZENS FINL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CFG was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CFG stock page INFRASTRUCTURE CAPITAL ADVISORS, LLC fund profile INFRASTRUCTURE CAPITAL ADVISORS, LLC full holdings
How INFRASTRUCTURE CAPITAL ADVISORS, LLC held CFG — position size vs. price
% of Fund (quarterly)    CFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 82,212 +37,488 +83.8% 0.34% $4.9M 2026-05-15 $60.86
2025 Q4 ADDED — — — 44,724 +19,029 +74.1% 0.25% $2.6M 2026-02-17 $63.93
2025 Q2 REDUCED 15.2% +20.9% ❌ 25,695 -4,606 -15.2% 0.09% $1.1M 2025-08-14 $48.08
2024 Q4 REDUCED 39.9% -5.6% ✅ 30,301 -20,148 -39.9% 0.09% $1.3M 2025-02-14 $44.40
2024 Q3 ADDED — — — 50,449 +27,222 +117.2% 0.28% $2.1M 2024-11-14 $44.23
2024 Q1 REDUCED — — — 23,227 -546 -2.3% 0.11% $843K 2024-05-15 $34.30
2023 Q4 ADDED — — — 23,773 +819 +3.6% 0.11% $788K 2024-02-14 $28.80
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CFG

As of 2026 Q1 — sorted by position size

Soapstone Management L.P. 3Y 7Y 9.61% STRATEGIC VALUE BANK PARTNERS LLC 3Y 8.88% Ategra Capital Management, LLC 7.41% BRUNI J V & CO /CO 3Y 7Y 6.08% Stieven Capital Advisors, L.P. 3Y 7Y 4.79% ALGEBRIS (UK) LTD 3Y 7Y 4.02% Elizabeth Park Capital Advisors, Ltd. 3Y 7Y 3.38% Factorial Partners, LLC 3Y 7Y 2.7% Buckland Partners Management Co LLC 2.62% Petiole USA ltd 3Y 2.39%

FAQ About INFRASTRUCTURE CAPITAL ADVISORS, LLC and CFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has INFRASTRUCTURE CAPITAL ADVISORS, LLC reported owning CFG?

INFRASTRUCTURE CAPITAL ADVISORS, LLC reported CFG across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CFG position in INFRASTRUCTURE CAPITAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for CFG was 0.34% in 2026 Q1.

What is the latest reported CFG position on this page?

The most recent filing on this page is 2026 Q1, when INFRASTRUCTURE CAPITAL ADVISORS, LLC reported 82,212 shares, equal to 0.34% of portfolio, with an estimated market value of $4.9M.

What does the chart on this CFG ownership page compare?

The chart compares INFRASTRUCTURE CAPITAL ADVISORS, LLC's quarterly CFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INFRASTRUCTURE CAPITAL ADVISORS, LLC time their CFG position?

Based on 13F filing dates vs. subsequent CFG price moves, INFRASTRUCTURE CAPITAL ADVISORS, LLC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on CFG relative to SPY over the holding period was -4.4%.

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