Jeremy Grantham's CFG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 13,056 shares of Citizens Financial Group, Inc. (CFG) worth $694,057, representing 0.00% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in CFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 321,904 shares. Largest reduction occurred in Q4 2021, reducing 243,110 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Citizens Financial Group (CFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Citizens Financial Group (CFG) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2018 | +157,700 | New Buy | 157,700 | $41.98 |
| Q2 2018 | +60,054 | Add 38.08% | 217,754 | $38.90 |
| Q3 2018 | -20,300 | Reduce 9.32% | 197,454 | $38.57 |
| Q4 2018 | -7,200 | Reduce 3.65% | 190,254 | $29.73 |
| Q1 2019 | -27,700 | Reduce 14.56% | 162,554 | $32.50 |
| Q2 2019 | -10,300 | Reduce 6.34% | 152,254 | $35.36 |
| Q3 2019 | -90,600 | Reduce 59.51% | 61,654 | $35.37 |
| Q4 2019 | -5,747 | Reduce 9.32% | 55,907 | $40.60 |
| Q1 2020 | -55,907 | Sold Out | 55,907 | $0.00 |
| Q3 2020 | +26,565 | New Buy | 26,565 | $25.30 |
| Q4 2020 | +321,904 | Add 1211.76% | 348,469 | $35.76 |
| Q1 2021 | +121,895 | Add 34.98% | 470,364 | $44.15 |
| Q2 2021 | +131,305 | Add 27.92% | 601,669 | $45.87 |
| Q3 2021 | +52,153 | Add 8.67% | 653,822 | $46.98 |
| Q4 2021 | -243,110 | Reduce 37.18% | 410,712 | $47.25 |
| Q1 2022 | -215,519 | Reduce 52.47% | 195,193 | $45.33 |
| Q2 2022 | -175,524 | Reduce 89.92% | 19,669 | $35.69 |
| Q3 2022 | +4,800 | Add 24.40% | 24,469 | $34.37 |
| Q4 2022 | +46,489 | Add 189.99% | 70,958 | $39.37 |
| Q1 2023 | +105,500 | Add 148.68% | 176,458 | $30.37 |
| Q2 2023 | -176,458 | Sold Out | 176,458 | $0.00 |
| Q1 2025 | +33,572 | New Buy | 33,572 | $40.97 |
| Q2 2025 | -18,217 | Reduce 54.26% | 15,355 | $44.75 |
| Q3 2025 | -2,299 | Reduce 14.97% | 13,056 | $53.16 |
Jeremy Grantham's Citizens Financial Group Investment FAQs
Jeremy Grantham first purchased Citizens Financial Group, Inc. (CFG) in Q1 2018, acquiring 157,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Citizens Financial Group, Inc. (CFG) for 31 quarters since Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Citizens Financial Group, Inc. (CFG) was in Q4 2020, adding 348,469 shares worth $12.46 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 13,056 shares of Citizens Financial Group, Inc. (CFG), valued at approximately $694,057. 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 Jeremy Grantham'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.
Jeremy Grantham's peak holding in Citizens Financial Group, Inc. (CFG) was 653,822 shares, as reported at the end of Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.