Jefferies Group's CFG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,880 shares of Citizens Financial Group, Inc. (CFG) worth $472,061, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in CFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 16,169 shares. Largest reduction occurred in Q1 2025, reducing 11,318 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Citizens Financial Group (CFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Citizens Financial Group (CFG) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +8,916 | New Buy | 8,916 | $30.37 |
| Q2 2023 | -8,916 | Sold Out | 8,916 | $0.00 |
| Q3 2024 | +15,321 | New Buy | 15,321 | $41.07 |
| Q4 2024 | +16,169 | Add 105.53% | 31,490 | $43.76 |
| Q1 2025 | -11,318 | Reduce 35.94% | 20,172 | $40.97 |
| Q2 2025 | -20,172 | Sold Out | 20,172 | $0.00 |
| Q3 2025 | +8,880 | New Buy | 8,880 | $53.16 |
Jefferies Group's Citizens Financial Group Investment FAQs
Jefferies Group first purchased Citizens Financial Group, Inc. (CFG) in Q1 2023, acquiring 8,916 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Citizens Financial Group, Inc. (CFG) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Citizens Financial Group, Inc. (CFG) was in Q4 2024, adding 31,490 shares worth $1.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,880 shares of Citizens Financial Group, Inc. (CFG), valued at approximately $472,061. 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 0.00% of Jefferies Group'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.
Jefferies Group's peak holding in Citizens Financial Group, Inc. (CFG) was 31,490 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.