Joel Greenblatt's CFG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 11,923 shares of Citizens Financial Group, Inc. (CFG) worth $633,827, representing 0.00% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 27,391 shares. Largest reduction occurred in Q3 2019, reducing 14,923 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Citizens Financial Group (CFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Citizens Financial Group (CFG) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +9,669 | New Buy | 9,669 | $35.68 |
| Q1 2017 | +7,409 | Add 76.63% | 17,078 | $34.55 |
| Q2 2017 | -5,349 | Reduce 31.32% | 11,729 | $35.64 |
| Q3 2017 | -12 | Reduce 0.10% | 11,717 | $37.89 |
| Q4 2017 | -2,209 | Reduce 18.85% | 9,508 | $41.96 |
| Q1 2018 | -1,651 | Reduce 17.36% | 7,857 | $42.00 |
| Q2 2018 | -7,857 | Sold Out | 7,857 | $0.00 |
| Q4 2018 | +9,593 | New Buy | 9,593 | $29.71 |
| Q1 2019 | +27,391 | Add 285.53% | 36,984 | $32.50 |
| Q2 2019 | -127 | Reduce 0.34% | 36,857 | $35.35 |
| Q3 2019 | -14,923 | Reduce 40.49% | 21,934 | $35.38 |
| Q4 2019 | -1,899 | Reduce 8.66% | 20,035 | $40.63 |
| Q1 2020 | -7,674 | Reduce 38.30% | 12,361 | $18.85 |
| Q2 2020 | -12,361 | Sold Out | 12,361 | $0.00 |
| Q4 2021 | +4,608 | New Buy | 4,608 | $47.31 |
| Q1 2022 | -4,608 | Sold Out | 4,608 | $0.00 |
| Q3 2022 | +13,565 | New Buy | 13,565 | $34.35 |
| Q4 2022 | -1,095 | Reduce 8.07% | 12,470 | $39.37 |
| Q1 2023 | +6,152 | Add 49.33% | 18,622 | $30.37 |
| Q2 2023 | +2,303 | Add 12.37% | 20,925 | $26.08 |
| Q3 2023 | -311 | Reduce 1.49% | 20,614 | $26.80 |
| Q4 2023 | +885 | Add 4.29% | 21,499 | $33.14 |
| Q1 2024 | -5,320 | Reduce 24.75% | 16,179 | $36.29 |
| Q2 2024 | -4,319 | Reduce 26.70% | 11,860 | $36.03 |
| Q3 2024 | +370 | Add 3.12% | 12,230 | $41.07 |
| Q4 2024 | -1,602 | Reduce 13.10% | 10,628 | $43.76 |
| Q1 2025 | +788 | Add 7.41% | 11,416 | $40.97 |
| Q2 2025 | +1,718 | Add 15.05% | 13,134 | $44.75 |
| Q3 2025 | -1,211 | Reduce 9.22% | 11,923 | $53.16 |
Joel Greenblatt's Citizens Financial Group Investment FAQs
Joel Greenblatt first purchased Citizens Financial Group, Inc. (CFG) in Q4 2016, acquiring 9,669 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Citizens Financial Group, Inc. (CFG) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Citizens Financial Group, Inc. (CFG) was in Q1 2019, adding 36,984 shares worth $1.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 11,923 shares of Citizens Financial Group, Inc. (CFG), valued at approximately $633,827. 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 Joel Greenblatt'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.
Joel Greenblatt's peak holding in Citizens Financial Group, Inc. (CFG) was 36,984 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.