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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
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

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

Jackson Square Capital's CFG Position: Q2 2026 in Review

Jackson Square Capital increased its Citizens Financial Group (CFG) stake by 34% in Q2 2026, buying an estimated $252K and bringing the position to 15,232 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #69.

Jackson Square Capital first reported a position in CFG in Q1 2021 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Jackson Square Capital held 15,232 shares of Citizens Financial Group worth $1.07M as of Q2 2026.
  • Jackson Square Capital bought 3,902 Citizens Financial Group shares in Q2 2026, an estimated $252K.
  • Citizens Financial Group made up 0.15% of Jackson Square Capital's portfolio in Q2 2026, its #69 holding.
  • Jackson Square Capital first reported a position in Citizens Financial Group in Q1 2021 and has held it in 7 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.