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Hall Capital Management’s Citizens Financial Group CFG Stock Holding History

Hall Capital Management’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
Q1 		$331K Sell
5,089
-802
-14% -$49.3K 0.12% 86
2025
Q4 		$344K Sell
5,891
-39
-0.7% -$2.1K 0.13% 76
2025
Q3 		$315K Sell
5,930
-127
-2% -$6.32K 0.12% 81
2025
Q2 		$271K Hold
6,057
– – 0.11% 85
2025
Q1 		$248K Sell
6,057
-132
-2% -$5.89K 0.12% 87
2024
Q4 		$271K Buy
+6,189
New +$274K 0.13% 90
2024
Q2 		$305K Sell
8,471
-493
-5% -$17.2K 0.15% 81
2024
Q1 		$325K Sell
8,964
-1,551
-15% -$50.9K 0.16% 81
2023
Q4 		$348K Sell
10,515
-1,549
-13% -$42.6K 0.2% 69
2023
Q3 		$323K Buy
12,064
+416
+4% +$11.9K 0.21% 73
2023
Q2 		$304K Sell
11,648
-4,300
-27% -$118K 0.17% 80
2023
Q1 		$484K Sell
15,948
-16,872
-51% -$661K 0.29% 63
2022
Q4 		$1.29M Buy
32,820
+5,137
+19% +$201K 0.78% 40
2022
Q3 		$951K Buy
27,683
+8,833
+47% +$327K 0.63% 44
2022
Q2 		$673K Buy
18,850
+1,792
+11% +$70.8K 0.44% 48
2022
Q1 		$773K Buy
+17,058
New +$877K 0.45% 51
2020
Q1 		– Sell
-5,200
Closed -$211K – 77
2019
Q4 		$211K Buy
+5,200
New +$195K 0.17% 82
2019
Q3 		– Sell
-6,725
Closed -$238K – 83
2019
Q2 		$238K Sell
6,725
-2,025
-23% -$70.6K 0.2% 77
2019
Q1 		$284K Sell
8,750
-50
-0.6% -$1.73K 0.25% 74
2018
Q4 		$262K Sell
8,800
-5,590
-39% -$196K 0.26% 70
2018
Q3 		$555K Buy
14,390
+925
+7% +$37.3K 0.48% 56
2018
Q2 		$524K Buy
13,465
+4,975
+59% +$207K 0.49% 55
2018
Q1 		$356K Buy
+8,490
New +$381K 0.34% 65

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Hall Capital Management's CFG Position: Q1 2026 in Review

Hall Capital Management reduced its Citizens Financial Group (CFG) stake by 14% in Q1 2026, selling an estimated $49.3K and leaving 5,089 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #86.

Hall Capital Management first reported a position in CFG in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.29M in Q4 2022. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Hall Capital Management held 5,089 shares of Citizens Financial Group worth $331K as of Q1 2026.
  • Hall Capital Management sold 802 Citizens Financial Group shares in Q1 2026, an estimated $49.3K.
  • Citizens Financial Group made up 0.12% of Hall Capital Management's portfolio in Q1 2026, its #86 holding.
  • Hall Capital Management first reported a position in Citizens Financial Group in Q1 2018 and has held it in 23 quarters since.
  • Hall Capital Management's Citizens Financial Group position peaked at $1.29M in Q4 2022.
  • 1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.