John Overdeck’s Citizens Financial Group CFG Stock Holding History

John Overdeck’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	-12,000	Closed	-$720K	–	5087
2026 Q1	$720K	Buy	+12,000	New	+$738K	﹤0.01%	3478
2022 Q1	–	Sell	-7,000	Closed	-$331K	–	2898
2021 Q4	$331K	Buy	+7,000	New	+$337K	﹤0.01%	3571
2021 Q3	–	Sell	-34,900	Closed	-$1.6M	–	4273
2021 Q2	$1.6M	Buy	34,900 +22,400	+179%	+$1.06M	﹤0.01%	2074
2021 Q1	$552K	Buy	+12,500	New	+$520K	﹤0.01%	2836
2017 Q3	–	Sell	-48,500	Closed	-$1.73M	–	2772
2017 Q2	$1.73M	Buy	+48,500	New	+$1.72M	0.01%	1523
2016 Q3	–	Sell	-29,000	Closed	-$579K	–	3121
2016 Q2	$579K	Buy	29,000 +8,000	+38%	+$178K	﹤0.01%	2145
2016 Q1	$440K	Sell	21,000 -36,000	-63%	-$763K	﹤0.01%	2147
2015 Q4	$1.49M	Buy	57,000 +25,000	+78%	+$629K	0.01%	1247
2015 Q3	$764K	Buy	+32,000	New	+$817K	﹤0.01%	1343

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

John Overdeck's CFG Position: Q2 2026 in Review

John Overdeck reduced its Citizens Financial Group (CFG) stake by 80% in Q2 2026, selling an estimated $22.7M and leaving 86,623 shares worth $6.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

John Overdeck first reported a position in CFG in Q4 2014 and has held it in 37 quarters since. The position peaked at $99.6M in Q3 2018. 1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

John Overdeck held 86,623 shares of Citizens Financial Group worth $6.07M as of Q2 2026.
John Overdeck sold 351,392 Citizens Financial Group shares in Q2 2026, an estimated $22.7M.
Citizens Financial Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1958 holding.
John Overdeck first reported a position in Citizens Financial Group in Q4 2014 and has held it in 37 quarters since.
John Overdeck's Citizens Financial Group position peaked at $99.6M in Q3 2018.
1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.