Simplex Trading
CFG icon

Simplex Trading’s Citizens Financial Group CFG Stock Holding History

Simplex Trading’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 		$3.59M Buy
59,900
+21,800
+57% +$1.34M ﹤0.01% 1354
2025
Q4 		$2.23M Sell
38,100
-44,800
-54% -$2.41M ﹤0.01% 1892
2025
Q3 		$4.41M Sell
82,900
-107,200
-56% -$5.34M ﹤0.01% 1590
2025
Q2 		$8.51M Buy
190,100
+97,000
+104% +$3.82M ﹤0.01% 995
2025
Q1 		$3.81M Sell
93,100
-44,100
-32% -$1.97M ﹤0.01% 1486
2024
Q4 		$6M Sell
137,200
-19,600
-13% -$867K ﹤0.01% 1346
2024
Q3 		$6.44M Buy
156,800
+2,000
+1% +$80.8K ﹤0.01% 1319
2024
Q2 		$5.58M Sell
154,800
-21,600
-12% -$753K ﹤0.01% 1371
2024
Q1 		$6.4M Buy
176,400
+30,100
+21% +$987K ﹤0.01% 1417
2023
Q4 		$4.85M Sell
146,300
-33,900
-19% -$933K ﹤0.01% 1577
2023
Q3 		$4.83M Sell
180,200
-188,600
-51% -$5.39M ﹤0.01% 1380
2023
Q2 		$9.62M Buy
368,800
+84,900
+30% +$2.34M 0.01% 912
2023
Q1 		$8.62M Buy
283,900
+99,600
+54% +$3.9M 0.01% 979
2022
Q4 		$7.25M Sell
184,300
-100
-0.1% -$3.9K 0.01% 1009
2022
Q3 		$6.33M Buy
184,400
+48,200
+35% +$1.78M 0.01% 1046
2022
Q2 		$4.86M Sell
136,200
-72,200
-35% -$2.85M 0.01% 1163
2022
Q1 		$9.45M Buy
208,400
+61,700
+42% +$3.17M 0.01% 866
2021
Q4 		$2.34M Buy
146,700
+92,400
+170% +$4.45M ﹤0.01% 1878
2021
Q3 		$2.52M Sell
54,300
-6,000
-10% -$263K ﹤0.01% 1865
2021
Q2 		$2.77M Buy
60,300
+59,733
+10,535% +$2.82M ﹤0.01% 1771
2021
Q1 		$2.5M Sell
567
-56
-9% -$2.33K ﹤0.01% 1379
2020
Q4 		$2.23M Sell
623
-314
-34% -$9.85K ﹤0.01% 1672
2020
Q3 		$2.37M Buy
937
+233
+33% +$5.91K ﹤0.01% 1395
2020
Q2 		$1.78M Buy
704
+147
+26% +$3.34K ﹤0.01% 1605
2020
Q1 		$1.05M Buy
557
+245
+79% +$7.99K ﹤0.01% 1839
2019
Q4 		$1.27M Buy
312
+61
+24% +$2.28K ﹤0.01% 1872
2019
Q3 		$887K Sell
251
-317
-56% -$11.1K ﹤0.01% 2045
2019
Q2 		$2.01M Sell
568
-34
-6% -$1.19K 0.01% 1311
2019
Q1 		$1.96M Buy
602
+597
+11,940% +$20.7K 0.01% 1391
2018
Q4 		$14K Sell
5
-61
-92% -$2.14K ﹤0.01% 5607
2018
Q3 		$254K Buy
66
+8
+14% +$323 ﹤0.01% 3369
2018
Q2 		$225K Sell
58
-11,511
-99% -$479K ﹤0.01% 3340
2018
Q1 		$502K Buy
11,569
+11,119
+2,471% +$499K 0.02% 713
2017
Q4 		$127K Buy
450
+382
+562% +$14.9K 0.01% 1614
2017
Q3 		$13K Sell
68
-345
-84% -$12.1K ﹤0.01% 3534
2017
Q2 		$15K Buy
413
+92
+29% +$3.26K ﹤0.01% 3564
2017
Q1 		$19K Sell
321
-404
-56% -$14.7K ﹤0.01% 3288
2016
Q4 		$573K Buy
725
+609
+525% +$18.5K 0.03% 479
2016
Q3 		$9K Buy
+116
New +$2.67K ﹤0.01% 3674
2016
Q2 		– Sell
-416
Closed -$40K – 5839
2016
Q1 		$40K Buy
416
+372
+845% +$7.89K ﹤0.01% 2144
2015
Q4 		$9K Buy
+44
New +$1.11K ﹤0.01% 3373
2015
Q2 		– Sell
-62
Closed -$26K – 5220
2015
Q1 		$26K Buy
62
+25
+68% +$613 ﹤0.01% 2102
2014
Q4 		$18K Buy
+37
New +$882 ﹤0.01% 2132

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

Simplex Trading's CFG Position: Q1 2026 in Review

Simplex Trading sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 57,493 shares — an estimated $3.53M sold.

Simplex Trading first reported a position in CFG in Q1 2015 and held it in 32 quarters. The position peaked at $4.57M in Q1 2024. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Simplex Trading reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 57,493 Citizens Financial Group shares in Q1 2026, an estimated $3.53M.
  • Simplex Trading first reported a position in Citizens Financial Group in Q1 2015 and held it in 32 quarters.
  • Simplex Trading's Citizens Financial Group position peaked at $4.57M in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.