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BTC Capital Management, Inc.: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTC Capital Management, Inc. on CFG, newest first. How the timeline and the estimate are built.

BTC Capital Management, Inc. held 92,357 CFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,357 shares
    Change vs previous 13F +3,541 shares

    0.39% of the 13F portfolio, value $6,471,458.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 88,816 shares
    Change vs previous 13F +3,377 shares

    0.36% of the 13F portfolio, value $5,324,619.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,439 shares
    Change vs previous 13F +4,718 shares

    0.35% of the 13F portfolio, value $4,986,587.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 80,721 shares
    Change vs previous 13F +27,554 shares

    0.3% of the 13F portfolio, value $4,289,902.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,167 shares
    Change vs previous 13F +4,972 shares

    0.19% of the 13F portfolio, value $2,349,293.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,195 shares
    Change vs previous 13F +5,196 shares

    0.18% of the 13F portfolio, value $1,974,549.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,999 shares
    Change vs previous 13F +7,119 shares

    0.17% of the 13F portfolio, value $1,881,634.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 35,880 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,473,590.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).