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Harvest Portfolios Group’s Citizens Financial Group CFG Stock Holding History

Harvest Portfolios Group’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 		$5.84M Sell
83,308
-16,792
-17% -$1.08M 0.08% 113
2026
Q1 		$6M Sell
100,100
-8,373
-8% -$515K 0.1% 108
2025
Q4 		$6.34M Sell
108,473
-15,097
-12% -$811K 0.11% 105
2025
Q3 		$6.57M Sell
123,570
-19,291
-14% -$960K 0.12% 97
2025
Q2 		$6.39M Sell
142,861
-4,865
-3% -$191K 0.15% 91
2025
Q1 		$6.05M Buy
147,726
+12,476
+9% +$557K 0.18% 91
2024
Q4 		$5.92M Sell
135,250
-4,348
-3% -$192K 0.2% 78
2024
Q3 		$5.73M Sell
139,598
-23,045
-14% -$931K 0.19% 90
2024
Q2 		$5.86M Sell
162,643
-628
-0.4% -$21.9K 0.22% 73
2024
Q1 		$5.93M Buy
163,271
+15,354
+10% +$504K 0.23% 74
2023
Q4 		$4.9M Sell
147,917
-15,474
-9% -$426K 0.21% 79
2023
Q3 		$4.38M Buy
163,391
+2,287
+1% +$65.4K 0.21% 75
2023
Q2 		$4.2M Buy
161,104
+34,436
+27% +$949K 0.19% 86
2023
Q1 		$3.85M Buy
126,668
+22,871
+22% +$896K 0.19% 87
2022
Q4 		$4.09M Buy
+103,797
New +$4.05M 0.23% 63

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

Harvest Portfolios Group's CFG Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Citizens Financial Group (CFG) stake by 17% in Q2 2026, selling an estimated $1.08M and leaving 83,308 shares worth $5.84M. The position accounts for 0.08% of the portfolio, ranked #113.

Harvest Portfolios Group first reported a position in CFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.57M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Harvest Portfolios Group held 83,308 shares of Citizens Financial Group worth $5.84M as of Q2 2026.
  • Harvest Portfolios Group sold 16,792 Citizens Financial Group shares in Q2 2026, an estimated $1.08M.
  • Citizens Financial Group made up 0.08% of Harvest Portfolios Group's portfolio in Q2 2026, its #113 holding.
  • Harvest Portfolios Group first reported a position in Citizens Financial Group in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's Citizens Financial Group position peaked at $6.57M in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.