HOTCHKIS & WILEY's CFG Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 7.41 M shares of Citizens Financial Group, Inc. (CFG) worth $393.75 M, representing 1.22% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in CFG, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 6.09 M shares. Largest reduction occurred in Q4 2016, reducing 8.24 M shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Citizens Financial Group (CFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Citizens Financial Group (CFG) Trades by HOTCHKIS & WILEY
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +21.5 M | New Buy | 21.5 M | $23.42 |
| Q4 2014 | +622,304 | Add 2.89% | 22.12 M | $24.86 |
| Q1 2015 | -509,733 | Reduce 2.30% | 21.61 M | $24.13 |
| Q2 2015 | -4.45 M | Reduce 20.59% | 17.16 M | $27.31 |
| Q3 2015 | +203,000 | Add 1.18% | 17.36 M | $23.86 |
| Q4 2015 | -461,923 | Reduce 2.66% | 16.9 M | $26.19 |
| Q1 2016 | +4.48 M | Add 26.51% | 21.38 M | $20.95 |
| Q2 2016 | +565,866 | Add 2.65% | 21.95 M | $19.98 |
| Q3 2016 | -1.09 M | Reduce 4.96% | 20.86 M | $24.71 |
| Q4 2016 | -8.24 M | Reduce 39.49% | 12.62 M | $35.63 |
| Q1 2017 | -1.26 M | Reduce 10.00% | 11.36 M | $34.55 |
| Q2 2017 | -1.29 M | Reduce 11.38% | 10.07 M | $35.68 |
| Q3 2017 | +1.4 M | Add 13.95% | 11.47 M | $37.87 |
| Q4 2017 | -2 M | Reduce 17.41% | 9.47 M | $41.98 |
| Q1 2018 | -1.84 M | Reduce 19.44% | 7.63 M | $41.98 |
| Q2 2018 | -50,872 | Reduce 0.67% | 7.58 M | $38.90 |
| Q3 2018 | -78,140 | Reduce 1.03% | 7.5 M | $38.57 |
| Q4 2018 | +6.09 M | Add 81.18% | 13.59 M | $29.73 |
| Q1 2019 | -673,000 | Reduce 4.95% | 12.92 M | $32.50 |
| Q2 2019 | -277,430 | Reduce 2.15% | 12.64 M | $35.36 |
| Q3 2019 | -439,020 | Reduce 3.47% | 12.2 M | $35.37 |
| Q4 2019 | +107,252 | Add 0.88% | 12.31 M | $40.61 |
| Q1 2020 | +2.93 M | Add 23.82% | 15.24 M | $18.81 |
| Q2 2020 | +680,486 | Add 4.46% | 15.93 M | $25.24 |
| Q3 2020 | -941,200 | Reduce 5.91% | 14.98 M | $25.28 |
| Q4 2020 | -155,400 | Reduce 1.04% | 14.83 M | $35.76 |
| Q1 2021 | -5.35 M | Reduce 36.06% | 9.48 M | $44.15 |
| Q2 2021 | -3.38 M | Reduce 35.67% | 6.1 M | $45.87 |
| Q3 2021 | +3.41 M | Add 55.94% | 9.51 M | $46.98 |
| Q4 2021 | -1.17 M | Reduce 12.25% | 8.35 M | $47.25 |
| Q1 2022 | -1.42 M | Reduce 17.01% | 6.93 M | $45.33 |
| Q2 2022 | +378,048 | Add 5.46% | 7.3 M | $35.69 |
| Q3 2022 | +1.76 M | Add 24.16% | 9.07 M | $34.36 |
| Q4 2022 | -475,491 | Reduce 5.24% | 8.59 M | $39.37 |
| Q1 2023 | +1.52 M | Add 17.74% | 10.12 M | $30.37 |
| Q2 2023 | +5.94 M | Add 58.70% | 16.06 M | $26.08 |
| Q3 2023 | +1.56 M | Add 9.71% | 17.62 M | $26.80 |
| Q4 2023 | -1.66 M | Reduce 9.43% | 15.96 M | $33.14 |
| Q1 2024 | -85,231 | Reduce 0.53% | 15.87 M | $36.29 |
| Q2 2024 | -1.26 M | Reduce 7.94% | 14.61 M | $36.03 |
| Q3 2024 | -5.42 M | Reduce 37.09% | 9.19 M | $41.07 |
| Q4 2024 | -427,792 | Reduce 4.65% | 8.77 M | $43.76 |
| Q1 2025 | -103,538 | Reduce 1.18% | 8.66 M | $40.97 |
| Q2 2025 | -137,921 | Reduce 1.59% | 8.52 M | $44.75 |
| Q3 2025 | -1.12 M | Reduce 13.10% | 7.41 M | $53.16 |
HOTCHKIS & WILEY's Citizens Financial Group Investment FAQs
HOTCHKIS & WILEY first purchased Citizens Financial Group, Inc. (CFG) in Q3 2014, acquiring 21,495,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Citizens Financial Group, Inc. (CFG) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's largest addition to Citizens Financial Group, Inc. (CFG) was in Q3 2014, adding 21,495,900 shares worth $503.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 7,406,935 shares of Citizens Financial Group, Inc. (CFG), valued at approximately $393.75 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Citizens Financial Group, Inc. (CFG) represents approximately 1.22% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's peak holding in Citizens Financial Group, Inc. (CFG) was 22,118,204 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.