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Harvest Fund Management’s Citizens Financial Group CFG Stock Holding History

Harvest Fund 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 		$5K Buy
84
+75
+833% +$4.61K ﹤0.01% 461
2025
Q4 		$1K Sell
9
-5,412
-100% -$291K ﹤0.01% 574
2025
Q3 		$288K Hold
5,421
– – 0.01% 308
2025
Q2 		$242K Sell
5,421
-8,984
-62% -$354K 0.01% 308
2025
Q1 		$590K Hold
14,405
– – 0.03% 253
2024
Q4 		$631K Buy
14,405
+6,885
+92% +$304K 0.03% 291
2024
Q3 		$309K Buy
7,520
+5,608
+293% +$227K 0.02% 293
2024
Q2 		$69K Hold
1,912
– – 0.01% 455
2024
Q1 		$69K Sell
1,912
-227
-11% -$7.45K 0.01% 464
2023
Q4 		$71K Buy
2,139
+1,926
+904% +$53K 0.01% 372
2023
Q3 		$6K Buy
+213
New +$6.09K ﹤0.01% 559
2023
Q1 		– Sell
-3,098
Closed -$122K – 752
2022
Q4 		$122K Hold
3,098
– – 0.03% 300
2022
Q3 		$106K Hold
3,098
– – 0.03% 287
2022
Q2 		$111K Buy
3,098
+956
+45% +$37.7K 0.03% 272
2022
Q1 		$97K Buy
2,142
+1,443
+206% +$74.2K 0.02% 353
2021
Q4 		$33K Hold
699
– – 0.01% 543
2021
Q3 		$32K Hold
699
– – 0.01% 511
2021
Q2 		$32K Hold
699
– – ﹤0.01% 542
2021
Q1 		$30K Buy
+699
New +$29.1K ﹤0.01% 556
2018
Q3 		– Sell
-1,829
Closed -$71K – 431
2018
Q2 		$71K Hold
1,829
– – 0.01% 148
2018
Q1 		$76K Hold
1,829
– – 0.01% 141
2017
Q4 		$77K Buy
+1,829
New +$71.5K 0.01% 136
2017
Q2 		– Sell
-3,339
Closed -$115K – 212
2017
Q1 		$115K Hold
3,339
– – 0.02% 83
2016
Q4 		$119K Buy
+3,339
New +$101K 0.03% 89

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

Harvest Fund Management's CFG Position: Q1 2026 in Review

Harvest Fund Management increased its Citizens Financial Group (CFG) stake by 833% in Q1 2026, buying an estimated $4.61K and bringing the position to 84 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Harvest Fund Management first reported a position in CFG in Q4 2016 and has held it in 24 quarters since. The position peaked at $631K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Harvest Fund Management held 84 shares of Citizens Financial Group worth $5K as of Q1 2026.
  • Harvest Fund Management bought 75 Citizens Financial Group shares in Q1 2026, an estimated $4.61K.
  • Citizens Financial Group made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #461 holding.
  • Harvest Fund Management first reported a position in Citizens Financial Group in Q4 2016 and has held it in 24 quarters since.
  • Harvest Fund Management's Citizens Financial Group position peaked at $631K in Q4 2024.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.