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David Shaw’s Citizens Financial Group CFG Stock Holding History

David Shaw’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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

David Shaw's CFG Position: Q2 2026 in Review

David Shaw reduced its Citizens Financial Group (CFG) stake by 5.5% in Q2 2026, selling an estimated $10.4M and leaving 2,795,942 shares worth $196M. The position accounts for 0.09% of the portfolio, ranked #227.

David Shaw first reported a position in CFG in Q3 2015 and has held it in 41 quarters since. The position peaked at $217M in Q2 2018. 1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • David Shaw held 2,795,942 shares of Citizens Financial Group worth $196M as of Q2 2026.
  • David Shaw sold 161,619 Citizens Financial Group shares in Q2 2026, an estimated $10.4M.
  • Citizens Financial Group made up 0.09% of David Shaw's portfolio in Q2 2026, its #227 holding.
  • David Shaw first reported a position in Citizens Financial Group in Q3 2015 and has held it in 41 quarters since.
  • David Shaw's Citizens Financial Group position peaked at $217M in Q2 2018.
  • 1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.