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Lee Ainslie’s Citizens Financial Group CFG Stock Holding History

Lee Ainslie’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
-22,222
Closed -$1.33M – 202
2026
Q1 		$1.33M Buy
+22,222
New +$1.37M 0.02% 112
2021
Q4 		– Sell
-450
Closed -$21K – 376
2021
Q3 		$21K Buy
+450
New +$19.8K ﹤0.01% 622
2021
Q1 		– Sell
-683
Closed -$24K – 724
2020
Q4 		$24K Buy
+683
New +$21.4K ﹤0.01% 649
2020
Q3 		– Sell
-13,620
Closed -$344K – 592
2020
Q2 		$344K Buy
+13,620
New +$309K 0.01% 481
2019
Q2 		– Sell
-147,980
Closed -$4.81M – 288
2019
Q1 		$4.81M Sell
147,980
-1,240
-0.8% -$43K 0.06% 203
2018
Q4 		$4.44M Sell
149,220
-1,860
-1% -$65.2K 0.07% 198
2018
Q3 		$5.83M Sell
151,080
-21,330
-12% -$860K 0.07% 160
2018
Q2 		$6.71M Sell
172,410
-28,870
-14% -$1.2M 0.08% 151
2018
Q1 		$8.45M Buy
201,280
+50,860
+34% +$2.28M 0.11% 130
2017
Q4 		$6.32M Buy
150,420
+53,690
+56% +$2.1M 0.08% 129
2017
Q3 		$3.66M Buy
96,730
+28,830
+42% +$1.01M 0.05% 107
2017
Q2 		$2.42M Buy
+67,900
New +$2.41M 0.03% 117

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lee Ainslie's CFG Position: Q2 2026 in Review

Lee Ainslie sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 22,222 shares — an estimated $1.33M sold.

Lee Ainslie first reported a position in CFG in Q2 2017 and held it in 12 quarters. The position peaked at $8.45M in Q1 2018. 1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Lee Ainslie reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Lee Ainslie sold 22,222 Citizens Financial Group shares in Q2 2026, an estimated $1.33M.
  • Lee Ainslie first reported a position in Citizens Financial Group in Q2 2017 and held it in 12 quarters.
  • Lee Ainslie's Citizens Financial Group position peaked at $8.45M in Q1 2018.
  • 1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.