Jefferies Financial Group’s Citizens Financial Group CFG Stock Holding History

Jefferies Financial Group’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	–	Sell	-29,741	Closed	-$1.78M	–	1705
2026 Q1	$1.78M	Buy	29,741 +25,282	+567%	+$1.55M	0.01%	679
2025 Q4	$260K	Sell	4,459 -4,421	-50%	-$238K	﹤0.01%	1536
2025 Q3	$472K	Buy	+8,880	New	+$442K	﹤0.01%	1096
2025 Q2	–	Sell	-20,172	Closed	-$826K	–	1353
2025 Q1	$826K	Sell	20,172 -11,318	-36%	-$505K	0.01%	873
2024 Q4	$1.38M	Buy	31,490 +16,169	+106%	+$715K	0.01%	788
2024 Q3	$629K	Buy	+15,321	New	+$619K	﹤0.01%	920
2023 Q2	–	Sell	-8,916	Closed	-$271K	–	1713
2023 Q1	$271K	Buy	+8,916	New	+$349K	﹤0.01%	1261

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

Jefferies Financial Group's CFG Position: Q2 2026 in Review

Jefferies Financial Group sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 29,741 shares — an estimated $1.78M sold.

Jefferies Financial Group first reported a position in CFG in Q1 2023 and held it in 7 quarters. The position peaked at $1.78M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Jefferies Financial Group reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
Jefferies Financial Group sold 29,741 Citizens Financial Group shares in Q2 2026, an estimated $1.78M.
Jefferies Financial Group first reported a position in Citizens Financial Group in Q1 2023 and held it in 7 quarters.
Jefferies Financial Group's Citizens Financial Group position peaked at $1.78M in Q1 2026.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.