Sarah Ketterer’s CFG Holdings & Trades

First Buy
Q2 2023
Duration Held
10 Quarters
Largest Add
Q2 2023
+633,246 Shares
Current Position
1.09 M Shares
$57.95 M Value

Sarah Ketterer's CFG Position Overview

Sarah Ketterer (via Causeway Capital Management LLC) currently holds 1.09 M shares of Citizens Financial Group, Inc. (CFG) worth $57.95 M, representing 0.77% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.

Based on 13F filings, Sarah Ketterer has maintained a strategic position in CFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 561,274 shares. Largest reduction occurred in Q3 2024, reducing 428,417 shares.

Analysis based on 13F filings available since 2013 Q2

Sarah Ketterer's Citizens Financial Group (CFG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Citizens Financial Group (CFG) Trades by Sarah Ketterer

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2023 +633,246 New Buy 633,246 $26.08
Q3 2023 +561,274 Add 88.63% 1.19 M $26.80
Q4 2023 +234,061 Add 19.59% 1.43 M $33.14
Q1 2024 -118,382 Reduce 8.29% 1.31 M $36.31
Q2 2024 +5,538 Add 0.42% 1.32 M $36.03
Q3 2024 -428,417 Reduce 32.56% 887,320 $41.07
Q4 2024 -122,767 Reduce 13.84% 764,553 $43.76
Q1 2025 +239,646 Add 31.34% 1 M $40.97
Q2 2025 +28,775 Add 2.87% 1.03 M $44.75
Q3 2025 +57,086 Add 5.53% 1.09 M $53.16

Sarah Ketterer's Citizens Financial Group Investment FAQs

Sarah Ketterer first purchased Citizens Financial Group, Inc. (CFG) in Q2 2023, acquiring 633,246 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Sarah Ketterer has held Citizens Financial Group, Inc. (CFG) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Sarah Ketterer's largest addition to Citizens Financial Group, Inc. (CFG) was in Q2 2023, adding 633,246 shares worth $16.52 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 1,090,060 shares of Citizens Financial Group, Inc. (CFG), valued at approximately $57.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Citizens Financial Group, Inc. (CFG) represents approximately 0.77% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Sarah Ketterer's peak holding in Citizens Financial Group, Inc. (CFG) was 1,428,581 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.