CFSG
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Community Financial Services Group’s Haleon HLN Stock Holding History

Community Financial Services Group’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.16K Hold
443
– – ﹤0.01% 442
2026
Q1 		$4.42K Buy
+443
New +$4.61K ﹤0.01% 377

Other funds holding HLN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Community Financial Services Group's HLN Position: Q2 2026 in Review

Community Financial Services Group held its Haleon (HLN) position steady in Q2 2026 at 443 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Community Financial Services Group first reported a position in HLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.42K in Q1 2026. 98 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Community Financial Services Group held 443 shares of Haleon worth $4.16K as of Q2 2026.
  • Community Financial Services Group left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #442 holding.
  • Community Financial Services Group first reported a position in Haleon in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Haleon position peaked at $4.42K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.