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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Jackson Square Capital's CFG Position: Q1 2026 in Review

Jackson Square Capital opened a new position in Citizens Financial Group (CFG) in Q1 2026: 11,330 shares worth $679K. The stake represents 0.14% of the portfolio and ranks #81 among its holdings. This is a return to the name: Jackson Square Capital previously reported a position in CFG as recently as Q1 2022.

Jackson Square Capital first reported a position in CFG in Q1 2021 and has held it in 6 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Jackson Square Capital held 11,330 shares of Citizens Financial Group worth $679K as of Q1 2026.
  • Citizens Financial Group was a new Jackson Square Capital position in Q1 2026.
  • Citizens Financial Group made up 0.14% of Jackson Square Capital's portfolio in Q1 2026, its #81 holding.
  • Jackson Square Capital first reported a position in Citizens Financial Group in Q1 2021 and has held it in 6 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Jackson Square Capital's 13F filing for Q1 2026, filed 13 Apr 2026.