Joel Greenblatt’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.03M | Sell |
14,708
-274
| -2% | -$17.7K | ﹤0.01% | 1351 |
|
|
2026
Q1 | $898K | Buy |
14,982
+694
| +5% | +$42.7K | ﹤0.01% | 1341 |
|
|
2025
Q4 | $835K | Buy |
14,288
+2,365
| +20% | +$127K | ﹤0.01% | 1314 |
|
|
2025
Q3 | $634K | Sell |
11,923
-1,211
| -9% | -$60.3K | ﹤0.01% | 1332 |
|
|
2025
Q2 | $588K | Buy |
13,134
+1,718
| +15% | +$67.6K | ﹤0.01% | 1281 |
|
|
2025
Q1 | $468K | Buy |
11,416
+788
| +7% | +$35.2K | ﹤0.01% | 1253 |
|
|
2024
Q4 | $465K | Sell |
10,628
-1,602
| -13% | -$70.8K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $502K | Buy |
12,230
+370
| +3% | +$15K | 0.01% | 1101 |
|
|
2024
Q2 | $427K | Sell |
11,860
-4,319
| -27% | -$151K | 0.01% | 1123 |
|
|
2024
Q1 | $587K | Sell |
16,179
-5,320
| -25% | -$175K | 0.01% | 990 |
|
|
2023
Q4 | $712K | Buy |
21,499
+885
| +4% | +$24.4K | 0.01% | 885 |
|
|
2023
Q3 | $552K | Sell |
20,614
-311
| -1% | -$8.89K | 0.01% | 948 |
|
|
2023
Q2 | $546K | Buy |
20,925
+2,303
| +12% | +$63.5K | 0.01% | 940 |
|
|
2023
Q1 | $566K | Buy |
18,622
+6,152
| +49% | +$241K | 0.01% | 919 |
|
|
2022
Q4 | $491K | Sell |
12,470
-1,095
| -8% | -$42.8K | 0.01% | 896 |
|
|
2022
Q3 | $466K | Buy |
+13,565
| New | +$502K | 0.01% | 863 |
|
|
2022
Q1 | – | Sell |
-4,608
| Closed | -$218K | – | 1140 |
|
|
2021
Q4 | $218K | Buy |
+4,608
| New | +$222K | 0.01% | 1053 |
|
|
2020
Q2 | – | Sell |
-12,361
| Closed | -$233K | – | 1069 |
|
|
2020
Q1 | $233K | Sell |
12,361
-7,674
| -38% | -$250K | 0.01% | 897 |
|
|
2019
Q4 | $814K | Sell |
20,035
-1,899
| -9% | -$71.1K | 0.01% | 673 |
|
|
2019
Q3 | $776K | Sell |
21,934
-14,923
| -40% | -$521K | 0.01% | 647 |
|
|
2019
Q2 | $1.3M | Sell |
36,857
-127
| -0.3% | -$4.43K | 0.02% | 586 |
|
|
2019
Q1 | $1.2M | Buy |
36,984
+27,391
| +286% | +$949K | 0.02% | 608 |
|
|
2018
Q4 | $285K | Buy |
+9,593
| New | +$336K | ﹤0.01% | 872 |
|
|
2018
Q2 | – | Sell |
-7,857
| Closed | -$330K | – | 893 |
|
|
2018
Q1 | $330K | Sell |
7,857
-1,651
| -17% | -$74.1K | ﹤0.01% | 795 |
|
|
2017
Q4 | $399K | Sell |
9,508
-2,209
| -19% | -$86.4K | 0.01% | 762 |
|
|
2017
Q3 | $444K | Sell |
11,717
-12
| -0.1% | -$420 | 0.01% | 720 |
|
|
2017
Q2 | $418K | Sell |
11,729
-5,349
| -31% | -$190K | 0.01% | 776 |
|
|
2017
Q1 | $590K | Buy |
17,078
+7,409
| +77% | +$270K | 0.01% | 738 |
|
|
2016
Q4 | $345K | Buy |
+9,669
| New | +$293K | ﹤0.01% | 784 |
|
Other funds holding CFG
Joel Greenblatt's CFG Position: Q2 2026 in Review
Joel Greenblatt reduced its Citizens Financial Group (CFG) stake by 1.8% in Q2 2026, selling an estimated $17.7K and leaving 14,708 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.
Joel Greenblatt first reported a position in CFG in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.3M in Q2 2019. 1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.
- Joel Greenblatt held 14,708 shares of Citizens Financial Group worth $1.03M as of Q2 2026.
- Joel Greenblatt sold 274 Citizens Financial Group shares in Q2 2026, an estimated $17.7K.
- Citizens Financial Group made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1351 holding.
- Joel Greenblatt first reported a position in Citizens Financial Group in Q4 2016 and has held it in 29 quarters since.
- Joel Greenblatt's Citizens Financial Group position peaked at $1.3M in Q2 2019.
- 1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.