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Hager Investment Management Services’s Citizens Financial Group CFG Stock Holding History

Hager Investment Management Services’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 		$2.68M Buy
38,224
+1,755
+5% +$113K 1.23% 30
2026
Q1 		$2.19M Buy
36,469
+9,098
+33% +$559K 1.2% 32
2025
Q4 		$1.6M Buy
27,371
+6,047
+28% +$325K 0.87% 36
2025
Q3 		$1.13M Buy
21,324
+7,344
+53% +$366K 0.61% 45
2025
Q2 		$626K Buy
13,980
+3,660
+35% +$144K 0.37% 58
2025
Q1 		$423K Buy
10,320
+4,905
+91% +$219K 0.3% 63
2024
Q4 		$237K Buy
+5,415
New +$239K 0.15% 82

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 $3.38T AUM 44.17% 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

Hager Investment Management Services's CFG Position: Q2 2026 in Review

Hager Investment Management Services increased its Citizens Financial Group (CFG) stake by 4.8% in Q2 2026, buying an estimated $113K and bringing the position to 38,224 shares worth $2.68M. The position accounts for 1.23% of the portfolio, ranked #30.

Hager Investment Management Services first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Hager Investment Management Services held 38,224 shares of Citizens Financial Group worth $2.68M as of Q2 2026.
  • Hager Investment Management Services bought 1,755 Citizens Financial Group shares in Q2 2026, an estimated $113K.
  • Citizens Financial Group made up 1.23% of Hager Investment Management Services's portfolio in Q2 2026, its #30 holding.
  • Hager Investment Management Services first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.