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Klingman & Associates, LLC → CFG-PI
Klingman & Associates, LLC CFG-PI Position History
Citizens Financial Group, Inc. • Banking
Quarters held
5
Latest value
$14.6M
Q3 2026
Peak value
$28.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.8M |
| Q4 2025 | $24.9M |
| Q1 2026 | $27.4M |
| Q2 2026 | $28.7M |
| Q3 2026 | $14.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.6M | 228.3K | — | — |
| Q2 2026 | $28.7M | 409.9K | — | — |
| Q1 2026 | $27.4M | 456.9K | — | — |
| Q4 2025 | $24.9M | 427.0K | — | — |
| Q3 2025 | $23.8M | 447.1K | — | — |
Other funds holding CFG-PI
$1.5B
$1.5B
$1.2B
$782.2M
$550.2M
$523.1M
$441.7M