Balyasny Asset Management’s Citizens Financial Group CFG Stock Holding History

Balyasny Asset Management’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
2025 Q3	–	Sell	-58,800	Closed	-$2.63M	–	2966
2025 Q2	$2.63M	Buy	+58,800	New	+$2.31M	﹤0.01%	1587
2024 Q4	–	Sell	-17,900	Closed	-$735K	–	2794
2024 Q3	$735K	Buy	+17,900	New	+$723K	﹤0.01%	2087
2021 Q4	–	Sell	-31,000	Closed	-$1.46M	–	2275
2021 Q3	$1.46M	Buy	+31,000	New	+$1.36M	0.01%	1243
2020 Q3	–	Sell	-150,000	Closed	-$3.79M	–	1324
2020 Q2	$3.79M	Buy	+150,000	New	+$3.4M	0.03%	583
2019 Q1	–	Sell	-175,000	Closed	-$5.2M	–	1421
2018 Q4	$5.2M	Buy	+175,000	New	+$6.14M	0.04%	502
2018 Q2	–	Sell	-125,000	Closed	-$5.25M	–	1809
2018 Q1	$5.25M	Buy	+125,000	New	+$5.61M	0.02%	693
2017 Q2	–	Sell	-100,000	Closed	-$3.46M	–	1493
2017 Q1	$3.46M	Buy	+100,000	New	+$3.65M	0.02%	782
2016 Q3	–	Sell	-200,000	Closed	-$4M	–	1027
2016 Q2	$4M	Buy	+200,000	New	+$4.44M	0.03%	556

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Balyasny Asset Management's CFG Position: Q1 2026 in Review

Balyasny Asset Management increased its Citizens Financial Group (CFG) stake by 69% in Q1 2026, buying an estimated $61.9M and bringing the position to 2,458,997 shares worth $147M. The position accounts for 0.19% of the portfolio, ranked #99.

Balyasny Asset Management first reported a position in CFG in Q3 2014 and has held it in 32 quarters since. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Balyasny Asset Management held 2,458,997 shares of Citizens Financial Group worth $147M as of Q1 2026.
Balyasny Asset Management bought 1,007,388 Citizens Financial Group shares in Q1 2026, an estimated $61.9M.
Citizens Financial Group made up 0.19% of Balyasny Asset Management's portfolio in Q1 2026, its #99 holding.
Balyasny Asset Management first reported a position in Citizens Financial Group in Q3 2014 and has held it in 32 quarters since.
1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.