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Havemeyer Place’s Citizens Financial Group CFG Stock Holding History

Havemeyer Place’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
Q3 		$790K Buy
+12,396
New +$872K 0.22% 155

Other funds holding CFG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Havemeyer Place's CFG Position: Q3 2026 in Review

Havemeyer Place opened a new position in Citizens Financial Group (CFG) in Q3 2026: 12,396 shares worth $790K. The stake represents 0.22% of the portfolio and ranks #155 among its holdings.

756 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Havemeyer Place held 12,396 shares of Citizens Financial Group worth $790K as of Q3 2026.
  • Citizens Financial Group was a new Havemeyer Place position in Q3 2026.
  • Citizens Financial Group made up 0.22% of Havemeyer Place's portfolio in Q3 2026, its #155 holding.
  • 756 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Havemeyer Place's 13F filing for Q3 2026, filed 12 Nov 2026.