Jupiter Asset Management’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 | $13.3M | Sell |
189,891
-78,857
| -29% | -$5.08M | 0.07% | 274 |
|
|
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
Jupiter Asset Management's CFG Position: Q2 2026 in Review
Jupiter Asset Management reduced its Citizens Financial Group (CFG) stake by 29% in Q2 2026, selling an estimated $5.08M and leaving 189,891 shares worth $13.3M. The position accounts for 0.07% of the portfolio, ranked #274.
Jupiter Asset Management first reported a position in CFG in Q4 2015 and has held it in 29 quarters since. The position peaked at $31.4M in Q3 2023. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.
- Jupiter Asset Management held 189,891 shares of Citizens Financial Group worth $13.3M as of Q2 2026.
- Jupiter Asset Management sold 78,857 Citizens Financial Group shares in Q2 2026, an estimated $5.08M.
- Citizens Financial Group made up 0.07% of Jupiter Asset Management's portfolio in Q2 2026, its #274 holding.
- Jupiter Asset Management first reported a position in Citizens Financial Group in Q4 2015 and has held it in 29 quarters since.
- Jupiter Asset Management's Citizens Financial Group position peaked at $31.4M in Q3 2023.
- 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.
Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.