Jupiter Asset Management’s Citizens Financial Group CFG Stock Holding History

Jupiter Asset Management’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	$16.1M	Sell	268,748 -1,736	-0.6%	-$107K	0.09%	231
2025 Q4	$15.8M	Buy	270,484 +85,052	+46%	+$4.57M	0.13%	185
2025 Q3	$9.86M	Buy	+185,432	New	+$9.23M	0.08%	224
2024 Q1	–	Sell	-829,120	Closed	-$27.5M	–	438
2023 Q4	$27.5M	Sell	829,120 -341,950	-29%	-$9.41M	0.27%	111
2023 Q3	$31.4M	Buy	1,171,070 +1,023,504	+694%	+$29.3M	0.35%	85
2023 Q2	$3.85M	Buy	+147,566	New	+$4.07M	0.04%	303
2022 Q2	–	Sell	-143,576	Closed	-$6.51M	–	577
2022 Q1	$6.51M	Buy	143,576 +93,576	+187%	+$4.81M	0.08%	224
2021 Q4	$2.36M	Buy	+50,000	New	+$2.41M	0.03%	329
2020 Q4	–	Sell	-26,544	Closed	-$671K	–	595
2020 Q3	$671K	Sell	26,544 -20,883	-44%	-$530K	0.01%	492
2020 Q2	$1.2M	Sell	47,427 -39,353	-45%	-$893K	0.04%	224
2020 Q1	$1.63M	Sell	86,780 -69,382	-44%	-$2.26M	0.07%	167
2019 Q4	$6.34M	Sell	156,162 -6,500	-4%	-$243K	0.2%	128
2019 Q3	$5.75M	Sell	162,662 -50,000	-24%	-$1.74M	0.19%	130
2019 Q2	$7.52M	Sell	212,662 -3,600	-2%	-$125K	0.24%	108
2019 Q1	$7.03M	Sell	216,262 -1,700	-0.8%	-$58.9K	0.23%	118
2018 Q4	$6.48M	Buy	217,962 +6,400	+3%	+$224K	0.23%	125
2018 Q3	$8.16M	Buy	211,562 +5,000	+2%	+$202K	0.23%	127
2018 Q2	$8.04M	Sell	206,562 -340,167	-62%	-$14.2M	0.24%	118
2018 Q1	$23M	Buy	546,729 +133,280	+32%	+$5.98M	0.7%	29
2017 Q4	$17.4M	Buy	413,449 +219,849	+114%	+$8.6M	0.5%	49
2017 Q3	$7.33M	Sell	193,600 -140,500	-42%	-$4.91M	0.25%	95
2017 Q2	$11.9M	Sell	334,100 -189,600	-36%	-$6.72M	0.41%	63
2017 Q1	$18.1M	Sell	523,700 -119,846	-19%	-$4.37M	0.66%	32
2016 Q4	$22.9M	Buy	643,546 +511,546	+388%	+$15.5M	0.86%	25
2016 Q3	$3.26M	Buy	132,000 +21,000	+19%	+$483K	0.12%	175
2016 Q2	$2.22M	Buy	111,000 +10,000	+10%	+$222K	0.08%	184
2016 Q1	$2.12M	Sell	101,000 -309,620	-75%	-$6.57M	0.08%	189
2015 Q4	$10.8M	Buy	+410,620	New	+$10.3M	0.39%	61

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Jupiter Asset Management's CFG Position: Q1 2026 in Review

Jupiter Asset Management reduced its Citizens Financial Group (CFG) stake by 0.64% in Q1 2026, selling an estimated $107K and leaving 268,748 shares worth $16.1M. The position accounts for 0.09% of the portfolio, ranked #231.

Jupiter Asset Management first reported a position in CFG in Q4 2015 and has held it in 28 quarters since. The position peaked at $31.4M in Q3 2023. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Jupiter Asset Management held 268,748 shares of Citizens Financial Group worth $16.1M as of Q1 2026.
Jupiter Asset Management sold 1,736 Citizens Financial Group shares in Q1 2026, an estimated $107K.
Citizens Financial Group made up 0.09% of Jupiter Asset Management's portfolio in Q1 2026, its #231 holding.
Jupiter Asset Management first reported a position in Citizens Financial Group in Q4 2015 and has held it in 28 quarters since.
Jupiter Asset Management's Citizens Financial Group position peaked at $31.4M in Q3 2023.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.