CFG
HAPN

Citizens Financial Group’s Happen Inc HAPN Stock Holding History

Citizens Financial Group’s Portfolio HAPN Stock Details HAPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,267
Closed -$289K – 890
2025
Q4 		$289K Sell
15,267
-4,250
-22% -$75.1K ﹤0.01% 667
2025
Q3 		$296K Sell
19,517
-5,793
-23% -$87.9K ﹤0.01% 646
2025
Q2 		$304K Buy
25,310
+2,190
+9% +$22.7K ﹤0.01% 570
2025
Q1 		$239K Buy
23,120
+2,000
+9% +$26.8K ﹤0.01% 552
2024
Q4 		$342K Sell
21,120
-9,000
-30% -$133K 0.01% 456
2024
Q3 		$344K Sell
30,120
-6,000
-17% -$64K 0.01% 441
2024
Q2 		$306K Buy
+36,120
New +$309K 0.01% 447

Other funds holding HAPN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citizens Financial Group's HAPN Position: Q1 2026 in Review

Citizens Financial Group sold out of Happen Inc (HAPN) in Q1 2026, closing a stake of 15,267 shares — an estimated $289K sold.

Citizens Financial Group first reported a position in HAPN in Q2 2024 and held it in 7 quarters. The position peaked at $344K in Q3 2024. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Citizens Financial Group reported no remaining Happen Inc position as of Q1 2026 after selling out during the quarter.
  • Citizens Financial Group sold 15,267 Happen Inc shares in Q1 2026, an estimated $289K.
  • Citizens Financial Group first reported a position in Happen Inc in Q2 2024 and held it in 7 quarters.
  • Citizens Financial Group's Happen Inc position peaked at $344K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.