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GHP Investment Advisors’s Citizens Financial Group CFG Stock Holding History

GHP Investment Advisors’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 		$329K Buy
4,697
+4,600
+4,742% +$297K 0.01% 363
2026
Q1 		$5.82K Buy
97
+5
+5% +$307 ﹤0.01% 881
2025
Q4 		$5.37K Hold
92
– – ﹤0.01% 807
2025
Q3 		$4.89K Hold
92
– – ﹤0.01% 788
2025
Q2 		$4.12K Hold
92
– – ﹤0.01% 810
2025
Q1 		$3.77K Sell
92
-53
-37% -$2.37K ﹤0.01% 807
2024
Q4 		$6.35K Sell
145
-69
-32% -$3.05K ﹤0.01% 756
2024
Q3 		$8.79K Buy
+214
New +$8.65K ﹤0.01% 732
2022
Q2 		– Sell
-221
Closed -$10K – 938
2022
Q1 		$10K Buy
+221
New +$11.4K ﹤0.01% 712

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GHP Investment Advisors's CFG Position: Q2 2026 in Review

GHP Investment Advisors increased its Citizens Financial Group (CFG) stake by 4,742% in Q2 2026, buying an estimated $297K and bringing the position to 4,697 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #363.

GHP Investment Advisors first reported a position in CFG in Q1 2022 and has held it in 9 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • GHP Investment Advisors held 4,697 shares of Citizens Financial Group worth $329K as of Q2 2026.
  • GHP Investment Advisors bought 4,600 Citizens Financial Group shares in Q2 2026, an estimated $297K.
  • Citizens Financial Group made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #363 holding.
  • GHP Investment Advisors first reported a position in Citizens Financial Group in Q1 2022 and has held it in 9 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.