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Shellback Capital’s Citizens Financial Group CFG Stock Holding History

Shellback Capital’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
-100,000
Closed -$6M – 95
2026
Q1 		$6M Buy
+100,000
New +$6.15M 0.85% 37
2025
Q4 		– Sell
-1,310,640
Closed -$69.7M – 90
2025
Q3 		$69.7M Buy
+1,310,640
New +$65.2M 4.42% 1
2016
Q1 		– Sell
-893,910
Closed -$23.4M – 87
2015
Q4 		$23.4M Buy
893,910
+792,010
+777% +$19.9M 1.88% 22
2015
Q3 		$2.43M Buy
+101,900
New +$2.6M 0.22% 66

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

Shellback Capital's CFG Position: Q2 2026 in Review

Shellback Capital sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 100,000 shares — an estimated $6M sold.

Shellback Capital first reported a position in CFG in Q3 2015 and held it in 4 quarters. The position peaked at $69.7M in Q3 2025. 1,097 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Shellback Capital reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Shellback Capital sold 100,000 Citizens Financial Group shares in Q2 2026, an estimated $6M.
  • Shellback Capital first reported a position in Citizens Financial Group in Q3 2015 and held it in 4 quarters.
  • Shellback Capital's Citizens Financial Group position peaked at $69.7M in Q3 2025.
  • 1,097 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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