Hamilton Capital Partners (Canada)’s Citizens Financial Group CFG Stock Holding History

Hamilton Capital Partners (Canada)’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143K	Sell	2,038 -977	-32%	-$63K	﹤0.01%	204
2026 Q1	$181K	Hold	3,015	–	–	0.01%	208
2025 Q4	$176K	Sell	3,015 -5,036	-63%	-$271K	0.01%	203
2025 Q3	$428K	Hold	8,051	–	–	0.02%	163
2025 Q2	$360K	Sell	8,051 -8,300	-51%	-$327K	0.02%	146
2025 Q1	$670K	Buy	16,351 +922	+6%	+$41.1K	0.04%	109
2024 Q4	$675K	Buy	15,429 +8,747	+131%	+$387K	0.05%	108
2024 Q3	$274K	Sell	6,682 -21,220	-76%	-$857K	0.02%	143
2024 Q2	$1.01M	Buy	27,902 +2,500	+10%	+$87.2K	0.11%	93
2024 Q1	$922K	Buy	25,402 +9,002	+55%	+$295K	0.11%	93
2023 Q4	$543K	Hold	16,400	–	–	0.11%	64
2023 Q3	$440K	Hold	16,400	–	–	0.16%	36
2023 Q2	$428K	Hold	16,400	–	–	0.16%	30
2023 Q1	$498K	Sell	16,400 -100	-0.6%	-$3.92K	0.18%	24
2022 Q4	$650K	Buy	+16,500	New	+$644K	0.28%	40

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s CFG Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its Citizens Financial Group (CFG) stake by 32% in Q2 2026, selling an estimated $63K and leaving 2,038 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Hamilton Capital Partners (Canada) first reported a position in CFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q2 2024. 1,040 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Hamilton Capital Partners (Canada) held 2,038 shares of Citizens Financial Group worth $143K as of Q2 2026.
Hamilton Capital Partners (Canada) sold 977 Citizens Financial Group shares in Q2 2026, an estimated $63K.
Citizens Financial Group made up ﹤0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #204 holding.
Hamilton Capital Partners (Canada) first reported a position in Citizens Financial Group in Q4 2022 and has held it in 15 quarters since.
Hamilton Capital Partners (Canada)'s Citizens Financial Group position peaked at $1.01M in Q2 2024.
1,040 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.