Jefferies Group's CFG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 29,741 shares of Citizens Financial Group, Inc. (CFG) worth $1.78 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in CFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 25,282 shares. Largest reduction occurred in Q2 2025, reducing 20,172 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +25,282 | Add 566.99% | 29,741 | $59.97 |
| Q4 2025 | -4,421 | Reduce 49.79% | 4,459 | $58.41 |
| Q3 2025 | +8,880 | New Buy | 8,880 | $53.16 |
| Q2 2025 | -20,172 | Sold Out | 0 | $0.00 |
| Q1 2025 | -11,318 | Reduce 35.94% | 20,172 | $40.97 |
| Q4 2024 | +16,169 | Add 105.53% | 31,490 | $43.76 |
| Q3 2024 | +15,321 | New Buy | 15,321 | $41.07 |
| Q2 2023 | -8,916 | Sold Out | 0 | $0.00 |
| Q1 2023 | +8,916 | New Buy | 8,916 | $30.37 |
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 9 quarters since Q1 2023.
Jefferies Group's largest addition to Citizens Financial Group, Inc. (CFG) was in Q1 2026, adding 29,741 shares worth $1.78 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 29,741 shares of Citizens Financial Group, Inc. (CFG), valued at approximately $1.78 M.
As of the Q1 2026 filing, Citizens Financial Group, Inc. (CFG) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Citizens Financial Group, Inc. (CFG) was 31,490 shares, as reported at the end of Q4 2024.