Harbour Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Harbour Capital 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	$635K	Buy	9,025 +725	+9%	+$46.7K	0.12%	161
2026 Q1	$541K	Buy	+8,300	New	+$510K	0.1%	174
2023 Q3	–	Sell	-10,240	Closed	-$272K	–	255
2023 Q2	$272K	Buy	+10,240	New	+$282K	0.08%	211
2017 Q4	–	Sell	-13,685	Closed	-$518K	–	265
2017 Q3	$518K	Sell	13,685 -900	-6%	-$31.5K	0.23%	139
2017 Q2	$520K	Sell	14,585 -400	-3%	-$14.2K	0.26%	117
2017 Q1	$518K	Buy	14,985 +5,785	+63%	+$211K	0.24%	120
2016 Q4	$328K	Buy	+9,200	New	+$279K	0.24%	127

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harbour Capital Advisors's CFG Position: Q2 2026 in Review

Harbour Capital Advisors increased its Citizens Financial Group (CFG) stake by 8.7% in Q2 2026, buying an estimated $46.7K and bringing the position to 9,025 shares worth $635K. The position accounts for 0.12% of the portfolio, ranked #161.

Harbour Capital Advisors first reported a position in CFG in Q4 2016 and has held it in 7 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Harbour Capital Advisors held 9,025 shares of Citizens Financial Group worth $635K as of Q2 2026.
Harbour Capital Advisors bought 725 Citizens Financial Group shares in Q2 2026, an estimated $46.7K.
Citizens Financial Group made up 0.12% of Harbour Capital Advisors's portfolio in Q2 2026, its #161 holding.
Harbour Capital Advisors first reported a position in Citizens Financial Group in Q4 2016 and has held it in 7 quarters since.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.