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Harbour Investments’s Citizens Financial Group CFG Stock Holding History

Harbour Investments’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 		$143K Buy
2,035
+184
+10% +$11.9K ﹤0.01% 1795
2026
Q1 		$111K Buy
1,851
+841
+83% +$51.7K ﹤0.01% 1867
2025
Q4 		$59K Buy
1,010
+141
+16% +$7.58K ﹤0.01% 1889
2025
Q3 		$46.2K Buy
869
+65
+8% +$3.23K ﹤0.01% 1946
2025
Q2 		$36K Sell
804
-3,629
-82% -$143K ﹤0.01% 1966
2025
Q1 		$182K Buy
4,433
+113
+3% +$5.04K 0.01% 1140
2024
Q4 		$189K Sell
4,320
-1
-0% -$44 0.01% 1081
2024
Q3 		$177K Sell
4,321
-197
-4% -$7.96K 0.01% 1065
2024
Q2 		$163K Buy
4,518
+2
+0% +$70 0.01% 1024
2024
Q1 		$164K Buy
4,516
+124
+3% +$4.07K 0.01% 995
2023
Q4 		$146K Buy
4,392
+60
+1% +$1.65K 0.01% 986
2023
Q3 		$116K Buy
4,332
+3,103
+252% +$88.7K 0.01% 991
2023
Q2 		$32.1K Sell
1,229
-983
-44% -$27.1K ﹤0.01% 1556
2023
Q1 		$67.2K Sell
2,212
-1,959
-47% -$76.7K ﹤0.01% 1223
2022
Q4 		$164K Sell
4,171
-1,296
-24% -$50.6K 0.01% 813
2022
Q3 		$195K Hold
5,467
– – 0.01% 702
2022
Q2 		$195K Buy
+5,467
New +$216K 0.01% 702
2021
Q4 		$57K Sell
1,200
-1,929
-62% -$92.9K ﹤0.01% 1195
2021
Q3 		$147K Sell
3,129
-147
-4% -$6.46K ﹤0.01% 1166
2021
Q2 		$150K Sell
3,276
-151
-4% -$7.13K ﹤0.01% 1181
2021
Q1 		$151K Buy
+3,427
New +$143K 0.01% 1101

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

Harbour Investments's CFG Position: Q2 2026 in Review

Harbour Investments increased its Citizens Financial Group (CFG) stake by 9.9% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,035 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Harbour Investments first reported a position in CFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $195K in Q3 2022. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Harbour Investments held 2,035 shares of Citizens Financial Group worth $143K as of Q2 2026.
  • Harbour Investments bought 184 Citizens Financial Group shares in Q2 2026, an estimated $11.9K.
  • Citizens Financial Group made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1795 holding.
  • Harbour Investments first reported a position in Citizens Financial Group in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Citizens Financial Group position peaked at $195K in Q3 2022.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.