Simplex Trading
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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 		$1.18M Sell
19,700
-31,400
-61% -$1.93M ﹤0.01% 2314
2025
Q4 		$2.98M Sell
51,100
-24,500
-32% -$1.32M ﹤0.01% 1660
2025
Q3 		$4.02M Buy
75,600
+31,800
+73% +$1.58M ﹤0.01% 1673
2025
Q2 		$1.96M Sell
43,800
-118,000
-73% -$4.64M ﹤0.01% 2133
2025
Q1 		$6.63M Buy
161,800
+31,800
+24% +$1.42M ﹤0.01% 1122
2024
Q4 		$5.69M Sell
130,000
-87,600
-40% -$3.87M ﹤0.01% 1389
2024
Q3 		$8.94M Sell
217,600
-106,600
-33% -$4.31M 0.01% 1105
2024
Q2 		$11.7M Sell
324,200
-229,600
-41% -$8.01M 0.01% 916
2024
Q1 		$20.1M Buy
553,800
+214,000
+63% +$7.02M 0.01% 694
2023
Q4 		$11.3M Buy
339,800
+222,900
+191% +$6.14M 0.01% 1010
2023
Q3 		$3.13M Sell
116,900
-156,200
-57% -$4.47M ﹤0.01% 1686
2023
Q2 		$7.12M Buy
273,100
+134,100
+96% +$3.69M 0.01% 1084
2023
Q1 		$4.22M Buy
139,000
+95,300
+218% +$3.73M ﹤0.01% 1406
2022
Q4 		$1.72M Sell
43,700
-24,500
-36% -$957K ﹤0.01% 1985
2022
Q3 		$2.34M Buy
68,200
+22,600
+50% +$836K ﹤0.01% 1815
2022
Q2 		$1.63M Sell
45,600
-45,100
-50% -$1.78M ﹤0.01% 2085
2022
Q1 		$4.11M Sell
90,700
-116,700
-56% -$6M ﹤0.01% 1417
2021
Q4 		$7.8M Buy
207,400
+105,700
+104% +$5.09M 0.01% 931
2021
Q3 		$4.72M Buy
101,700
+100
+0.1% +$4.39K ﹤0.01% 1254
2021
Q2 		$4.66M Buy
101,600
+101,358
+41,883% +$4.78M ﹤0.01% 1244
2021
Q1 		$1.07M Sell
242
-307
-56% -$12.8K ﹤0.01% 2323
2020
Q4 		$1.96M Buy
549
+460
+517% +$14.4K ﹤0.01% 1790
2020
Q3 		$224K Sell
89
-546
-86% -$13.8K ﹤0.01% 3954
2020
Q2 		$1.6M Buy
635
+190
+43% +$4.31K ﹤0.01% 1705
2020
Q1 		$837K Sell
445
-89
-17% -$2.9K ﹤0.01% 2047
2019
Q4 		$2.17M Buy
534
+33
+7% +$1.24K ﹤0.01% 1406
2019
Q3 		$1.77M Buy
501
+491
+4,910% +$17.1K 0.01% 1427
2019
Q2 		$35K Sell
10
-455
-98% -$15.9K ﹤0.01% 5149
2019
Q1 		$1.51M Sell
465
-610
-57% -$21.1K ﹤0.01% 1623
2018
Q4 		$3.19M Buy
1,075
+684
+175% +$24K 0.01% 808
2018
Q3 		$1.51M Sell
391
-128
-25% -$5.16K ﹤0.01% 1489
2018
Q2 		$2.02M Buy
519
+267
+106% +$11.1K 0.01% 1138
2018
Q1 		$113K Sell
252
-53
-17% -$2.38K 0.01% 1711
2017
Q4 		$2K Sell
305
-473
-61% -$18.5K ﹤0.01% 5133
2017
Q3 		$28K Sell
778
-16
-2% -$560 ﹤0.01% 2835
2017
Q2 		$29K Sell
794
-726
-48% -$25.7K ﹤0.01% 2912
2017
Q1 		$182K Buy
1,520
+1,368
+900% +$49.9K 0.01% 1277
2016
Q4 		$12K Sell
152
-436
-74% -$13.2K ﹤0.01% 3538
2016
Q3 		$10K Sell
588
-15
-2% -$345 ﹤0.01% 3597
2016
Q2 		$34K Sell
603
-45
-7% -$999 ﹤0.01% 2406
2016
Q1 		$24K Buy
+648
New +$13.7K ﹤0.01% 2629
2015
Q4 		– Sell
-12
Closed -$2K – 5437
2015
Q3 		$2K Buy
+12
New +$307 ﹤0.01% 4595
2015
Q2 		– Sell
-310
Closed -$30K – 5221
2015
Q1 		$30K Buy
+310
New +$7.6K ﹤0.01% 1965

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.