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Citizens Financial Group’s HealthEquity HQY Stock Holding History

Citizens Financial Group’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$398K Sell
4,408
-63
-1% -$5.34K ﹤0.01% 743
2026
Q1 		$374K Buy
+4,471
New +$367K 0.01% 624

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Citizens Financial Group's HQY Position: Q2 2026 in Review

Citizens Financial Group reduced its HealthEquity (HQY) stake by 1.4% in Q2 2026, selling an estimated $5.34K and leaving 4,408 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Citizens Financial Group first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Citizens Financial Group held 4,408 shares of HealthEquity worth $398K as of Q2 2026.
  • Citizens Financial Group sold 63 HealthEquity shares in Q2 2026, an estimated $5.34K.
  • HealthEquity made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #743 holding.
  • Citizens Financial Group first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.