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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
2025
Q1 		– Sell
-35,000
Closed -$1.53M – 4306
2024
Q4 		$1.53M Sell
35,000
-46,500
-57% -$2.06M ﹤0.01% 2927
2024
Q3 		$3.35M Buy
81,500
+11,500
+16% +$465K ﹤0.01% 2291
2024
Q2 		$2.52M Sell
70,000
-70,000
-50% -$2.44M ﹤0.01% 2448
2024
Q1 		$5.08M Buy
140,000
+70,000
+100% +$2.3M ﹤0.01% 1877
2023
Q4 		$2.32M Buy
+70,000
New +$1.93M ﹤0.01% 2553
2023
Q3 		– Sell
-255,600
Closed -$6.67M – 4280
2023
Q2 		$6.67M Buy
255,600
+203,300
+389% +$5.6M 0.01% 1652
2023
Q1 		$1.59M Sell
52,300
-500
-0.9% -$19.6K ﹤0.01% 2849
2022
Q4 		$2.08M Hold
52,800
– – ﹤0.01% 2911
2022
Q3 		$1.81M Buy
52,800
+44,000
+500% +$1.63M ﹤0.01% 3097
2022
Q2 		$314K Buy
+8,800
New +$347K ﹤0.01% 4337
2021
Q2 		– Sell
-18,000
Closed -$795K – 4770
2021
Q1 		$795K Buy
+18,000
New +$749K ﹤0.01% 3268
2020
Q4 		– Sell
-12,500
Closed -$316K – 3934
2020
Q3 		$316K Sell
12,500
-5,600
-31% -$142K ﹤0.01% 3422
2020
Q2 		$457K Buy
+18,100
New +$411K ﹤0.01% 3425
2020
Q1 		– Sell
-40,000
Closed -$1.62M – 3949
2019
Q4 		$1.62M Hold
40,000
– – ﹤0.01% 2644
2019
Q3 		$1.42M Buy
+40,000
New +$1.4M ﹤0.01% 2615

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.