UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CFG — CITIZENS FINANCIAL GROUP INC

Ownership history in UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO  ·  3 quarters on record

AI Ownership Summary

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO reported CITIZENS FINANCIAL GROUP INC (CFG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.68% in 2026 Q2. The latest visible filing shows CFG at 0.68% 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.

What this CFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO's position in CITIZENS FINANCIAL 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 Q2

CFG was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO fund profile UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO full holdings
How UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 84,064 +83,619 +18790.8% 0.68% $5.9M 2026-08-03 $72.70
2026 Q1 UNCHANGED — — — 445 — 0% 0.00% $27K 2026-05-07 $63.81
2025 Q4 INITIATED — — — 445 — — 0.00% $26K 2026-02-17 $63.52

🏢 Other funds also holding CFG

As of 2026 Q3 — sorted by position size

VALLEY WEALTH MANAGERS, INC. 3Y 7Y 1.61% Artemis Investment Management LLP 3Y 7Y 1.24% VISTA INVESTMENT PARTNERS II, LLC 1.2% VISTA INVESTMENT PARTNERS LLC 1.13% FIG FINANCIAL ADVISORY SERVICES INC /ADV 1.13% Sound Income Strategies, LLC 3Y 7Y 0.86% Ninety One UK Ltd 3Y 7Y 0.86% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.82% Triasima Portfolio Management inc. 3Y 0.79% Cox Capital Mgt LLC 3Y 7Y 0.69%

FAQ About UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO and CFG

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

How long has UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO reported owning CFG?

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO reported CFG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported CFG position in UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO's portfolio?

The largest reported portfolio weight for CFG was 0.68% in 2026 Q2.

What is the latest reported CFG position on this page?

The most recent filing on this page is 2026 Q2, when UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO reported 84,064 shares, equal to 0.68% of portfolio, with an estimated market value of $5.9M.

What does the chart on this CFG ownership page compare?

The chart compares UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO'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.

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