HFM
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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
Q2 		– Sell
-84
Closed -$5K – 477
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 $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 $3.37T AUM 44.26% 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

Harvest Fund Management's CFG Position: Q2 2026 in Review

Harvest Fund Management sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 84 shares — an estimated $5K sold.

Harvest Fund Management first reported a position in CFG in Q4 2016 and held it in 24 quarters. The position peaked at $631K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Harvest Fund Management reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Harvest Fund Management sold 84 Citizens Financial Group shares in Q2 2026, an estimated $5K.
  • Harvest Fund Management first reported a position in Citizens Financial Group in Q4 2016 and held it in 24 quarters.
  • Harvest Fund Management's Citizens Financial Group position peaked at $631K in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.