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Lee Ainslie’s CFG Holdings & Trades

First Buy
Q2 2017
Duration Held
16 Quarters
Largest Add
Q2 2017
+67,900 Shares
Current Position
22,222 Shares
$1.33 M Value

Lee Ainslie's CFG Position Overview

Lee Ainslie (via Maverick Capital LTD) currently holds 22,222 shares of Citizens Financial Group, Inc. (CFG) worth $1.33 M, representing 0.02% of the portfolio. First purchased in 2017-Q2, this medium-term investment has been held for 16 quarters.

Based on 13F filings, Lee Ainslie has maintained a strategic position in CFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 53,690 shares. Largest reduction occurred in Q2 2019, reducing 147,980 shares.

Analysis based on 13F filings available since 2013 Q2

Lee Ainslie's Citizens Financial Group (CFG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Citizens Financial Group (CFG) Trades by Lee Ainslie

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +22,222 New Buy 22,222 $59.97
Q4 2021 -450 Sold Out 0 $0.00
Q3 2021 +450 New Buy 450 $46.67
Q1 2021 -683 Sold Out 0 $0.00
Q4 2020 +683 New Buy 683 $35.14
Q3 2020 -13,620 Sold Out 0 $0.00
Q2 2020 +13,620 New Buy 13,620 $25.26
Q2 2019 -147,980 Sold Out 0 $0.00
Q1 2019 -1,240 Reduce 0.83% 147,980 $32.50
Q4 2018 -1,860 Reduce 1.23% 149,220 $29.73
Q3 2018 -21,330 Reduce 12.37% 151,080 $38.57
Q2 2018 -28,870 Reduce 14.34% 172,410 $38.90
Q1 2018 +50,860 Add 33.81% 201,280 $41.98
Q4 2017 +53,690 Add 55.51% 150,420 $41.98
Q3 2017 +28,830 Add 42.46% 96,730 $37.87
Q2 2017 +67,900 New Buy 67,900 $35.68

Lee Ainslie's Citizens Financial Group Investment FAQs

Lee Ainslie first purchased Citizens Financial Group, Inc. (CFG) in Q2 2017, acquiring 67,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Lee Ainslie has held Citizens Financial Group, Inc. (CFG) for 16 quarters since Q2 2017.

Lee Ainslie's largest addition to Citizens Financial Group, Inc. (CFG) was in Q2 2017, adding 67,900 shares worth $2.42 M.

According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 22,222 shares of Citizens Financial Group, Inc. (CFG), valued at approximately $1.33 M.

As of the Q1 2026 filing, Citizens Financial Group, Inc. (CFG) represents approximately 0.02% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.

Lee Ainslie's peak holding in Citizens Financial Group, Inc. (CFG) was 201,280 shares, as reported at the end of Q1 2018.