D.E. Shaw & Co’s Citizens Financial Group CFG Stock Holding History

D.E. Shaw & Co’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
2024 Q3	–	Sell	-50,000	Closed	-$1.8M	–	4567
2024 Q2	$1.8M	Buy	+50,000	New	+$1.74M	﹤0.01%	2741
2024 Q1	–	Sell	-116,800	Closed	-$3.87M	–	4381
2023 Q4	$3.87M	Sell	116,800 -151,900	-57%	-$4.18M	﹤0.01%	2118
2023 Q3	$7.2M	Buy	+268,700	New	+$7.68M	0.01%	1510
2022 Q1	–	Sell	-69,300	Closed	-$3.27M	–	5568
2021 Q4	$3.27M	Hold	69,300	–	–	﹤0.01%	2852
2021 Q3	$3.26M	Sell	69,300 -36,900	-35%	-$1.62M	﹤0.01%	2553
2021 Q2	$4.87M	Sell	106,200 -19,400	-15%	-$916K	﹤0.01%	2069
2021 Q1	$5.54M	Buy	125,600 +88,700	+240%	+$3.69M	0.01%	1767
2020 Q4	$1.32M	Buy	+36,900	New	+$1.16M	﹤0.01%	2844
2020 Q3	–	Sell	-30,000	Closed	-$757K	–	3865
2020 Q2	$757K	Buy	+30,000	New	+$681K	﹤0.01%	3114
2017 Q3	–	Sell	-102,600	Closed	-$3.66M	–	3446
2017 Q2	$3.66M	Hold	102,600	–	–	0.01%	1566
2017 Q1	$3.54M	Buy	+102,600	New	+$3.74M	0.01%	1500

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

D.E. Shaw & Co's CFG Position: Q1 2026 in Review

D.E. Shaw & Co increased its Citizens Financial Group (CFG) stake by 148% in Q1 2026, buying an estimated $108M and bringing the position to 2,957,561 shares worth $177M. The position accounts for 0.11% of the portfolio, ranked #216.

D.E. Shaw & Co first reported a position in CFG in Q3 2015 and has held it in 40 quarters since. The position peaked at $217M in Q2 2018. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

D.E. Shaw & Co held 2,957,561 shares of Citizens Financial Group worth $177M as of Q1 2026.
D.E. Shaw & Co bought 1,764,433 Citizens Financial Group shares in Q1 2026, an estimated $108M.
Citizens Financial Group made up 0.11% of D.E. Shaw & Co's portfolio in Q1 2026, its #216 holding.
D.E. Shaw & Co first reported a position in Citizens Financial Group in Q3 2015 and has held it in 40 quarters since.
D.E. Shaw & Co's Citizens Financial Group position peaked at $217M in Q2 2018.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.