SC
CFG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Shellback Capital's CFG Position: Q1 2026 in Review

Shellback Capital opened a new position in Citizens Financial Group (CFG) in Q1 2026: 100,000 shares worth $6M. The stake represents 0.85% of the portfolio and ranks #37 among its holdings. This is a return to the name: Shellback Capital previously reported a position in CFG as recently as Q3 2025.

Shellback Capital first reported a position in CFG in Q3 2015 and has held it in 4 quarters since. The position peaked at $69.7M in Q3 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Shellback Capital held 100,000 shares of Citizens Financial Group worth $6M as of Q1 2026.
  • Citizens Financial Group was a new Shellback Capital position in Q1 2026.
  • Citizens Financial Group made up 0.85% of Shellback Capital's portfolio in Q1 2026, its #37 holding.
  • Shellback Capital first reported a position in Citizens Financial Group in Q3 2015 and has held it in 4 quarters since.
  • Shellback Capital's Citizens Financial Group position peaked at $69.7M in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Shellback Capital's 13F filing for Q1 2026, filed 15 May 2026.