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HB Wealth Management’s Citizens Financial Group CFG Stock Holding History

HB Wealth 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 		$2.57M Sell
36,686
-1,261
-3% -$81.3K 0.01% 411
2026
Q1 		$2.28M Buy
37,947
+8,030
+27% +$494K 0.01% 407
2025
Q4 		$1.75M Buy
29,917
+6,034
+25% +$324K 0.01% 437
2025
Q3 		$1.27M Buy
23,883
+4,275
+22% +$213K 0.01% 546
2025
Q2 		$877K Sell
19,608
-1,737
-8% -$68.4K 0.01% 573
2025
Q1 		$875K Buy
21,345
+5,037
+31% +$225K 0.01% 578
2024
Q4 		$714K Buy
16,308
+1,110
+7% +$49.1K 0.01% 504
2024
Q3 		$624K Buy
15,198
+2,490
+20% +$101K 0.01% 513
2024
Q2 		$458K Buy
12,708
+1,568
+14% +$54.7K 0.01% 568
2024
Q1 		$404K Buy
11,140
+2,529
+29% +$83K 0.01% 561
2023
Q4 		$285K Sell
8,611
-190
-2% -$5.23K ﹤0.01% 631
2023
Q3 		$236K Buy
+8,801
New +$252K ﹤0.01% 652
2023
Q2 		– Sell
-7,098
Closed -$216K – 739
2023
Q1 		$216K Buy
+7,098
New +$278K ﹤0.01% 654

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

HB Wealth Management's CFG Position: Q2 2026 in Review

HB Wealth Management reduced its Citizens Financial Group (CFG) stake by 3.3% in Q2 2026, selling an estimated $81.3K and leaving 36,686 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #411.

HB Wealth Management first reported a position in CFG in Q1 2023 and has held it in 13 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • HB Wealth Management held 36,686 shares of Citizens Financial Group worth $2.57M as of Q2 2026.
  • HB Wealth Management sold 1,261 Citizens Financial Group shares in Q2 2026, an estimated $81.3K.
  • Citizens Financial Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #411 holding.
  • HB Wealth Management first reported a position in Citizens Financial Group in Q1 2023 and has held it in 13 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.