Jackson Square Capital’s Citizens Financial Group CFG Stock Holding History

Jackson Square Capital’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
2026 Q3	$975K	Buy	15,286 +54	+0.4%	+$3.8K	0.15%	74
2026 Q2	$1.07M	Buy	15,232 +3,902	+34%	+$252K	0.15%	69
2026 Q1	$679K	Buy	+11,330	New	+$696K	0.14%	81
2022 Q2	–	Sell	-12,682	Closed	-$575K	–	149
2022 Q1	$575K	Hold	12,682	–	–	0.18%	102
2021 Q4	$599K	Sell	12,682 -185	-1%	-$8.91K	0.17%	110
2021 Q3	$604K	Buy	12,867 +3,125	+32%	+$137K	0.2%	97
2021 Q2	$447K	Buy	9,742 +3,608	+59%	+$170K	0.14%	123
2021 Q1	$271K	Buy	+6,134	New	+$255K	0.1%	148

Other funds holding CFG

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Jackson Square Capital's CFG Position: Q3 2026 in Review

Jackson Square Capital increased its Citizens Financial Group (CFG) stake by 0.35% in Q3 2026, buying an estimated $3.8K and bringing the position to 15,286 shares worth $975K. The position accounts for 0.15% of the portfolio, ranked #74.

Jackson Square Capital first reported a position in CFG in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2026. 166 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Jackson Square Capital held 15,286 shares of Citizens Financial Group worth $975K as of Q3 2026.
Jackson Square Capital bought 54 Citizens Financial Group shares in Q3 2026, an estimated $3.8K.
Citizens Financial Group made up 0.15% of Jackson Square Capital's portfolio in Q3 2026, its #74 holding.
Jackson Square Capital first reported a position in Citizens Financial Group in Q1 2021 and has held it in 8 quarters since.
Jackson Square Capital's Citizens Financial Group position peaked at $1.07M in Q2 2026.
166 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.