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Algebris (UK)’s Citizens Financial Group CFG Stock Holding History

Algebris (UK)’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,300
Closed -$291K – 39
2023
Q1 		$291K Buy
+8,300
New +$325K 0.12% 40
2019
Q2 		– Sell
-150,000
Closed -$4.88M – 48
2019
Q1 		$4.88M Buy
+150,000
New +$5.2M 0.98% 31

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Algebris (UK)'s CFG Position: Q1 2026 in Review

Algebris (UK) increased its Citizens Financial Group (CFG) stake by 84% in Q1 2026, buying an estimated $26M and bringing the position to 928,970 shares worth $55.6M. The position accounts for 4.02% of the portfolio, ranked #7.

Algebris (UK) first reported a position in CFG in Q3 2017 and has held it in 31 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Algebris (UK) held 928,970 shares of Citizens Financial Group worth $55.6M as of Q1 2026.
  • Algebris (UK) bought 423,587 Citizens Financial Group shares in Q1 2026, an estimated $26M.
  • Citizens Financial Group made up 4.02% of Algebris (UK)'s portfolio in Q1 2026, its #7 holding.
  • Algebris (UK) first reported a position in Citizens Financial Group in Q3 2017 and has held it in 31 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Algebris (UK)'s 13F filing for Q1 2026, filed 13 May 2026.