Dmitry Balyasny’s Citizens Financial Group CFG Stock Holding History

Dmitry Balyasny’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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dmitry Balyasny's CFG Position: Q2 2026 in Review

Dmitry Balyasny reduced its Citizens Financial Group (CFG) stake by 100% in Q2 2026, selling an estimated $158M and leaving 9,593 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Dmitry Balyasny first reported a position in CFG in Q3 2014 and has held it in 33 quarters since. The position peaked at $147M in Q1 2026. 1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Dmitry Balyasny held 9,593 shares of Citizens Financial Group worth $672K as of Q2 2026.
Dmitry Balyasny sold 2,449,404 Citizens Financial Group shares in Q2 2026, an estimated $158M.
Citizens Financial Group made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2388 holding.
Dmitry Balyasny first reported a position in Citizens Financial Group in Q3 2014 and has held it in 33 quarters since.
Dmitry Balyasny's Citizens Financial Group position peaked at $147M in Q1 2026.
1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.