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HBK Sorce Advisory’s Citizens Financial Group CFG Stock Holding History

HBK Sorce Advisory’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 		$435K Buy
5,905
+88
+2% +$5.67K 0.01% 412
2026
Q1 		$371K Sell
5,817
-292
-5% -$17.9K 0.01% 440
2025
Q4 		$416K Buy
6,109
+30
+0.5% +$1.61K 0.01% 403
2025
Q3 		$314K Buy
6,079
+10
+0.2% +$498 0.01% 464
2025
Q2 		$272K Sell
6,069
-147
-2% -$5.79K 0.01% 486
2025
Q1 		$255K Buy
6,216
+37
+0.6% +$1.65K 0.01% 487
2024
Q4 		$270K Buy
6,179
+989
+19% +$43.7K 0.01% 475
2024
Q3 		$213K Buy
+5,190
New +$210K 0.01% 529
2022
Q1 		– Sell
-5,823
Closed -$275K – 564
2021
Q4 		$275K Hold
5,823
– – 0.01% 469
2021
Q3 		$274K Buy
+5,823
New +$256K 0.02% 468

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

HBK Sorce Advisory's CFG Position: Q2 2026 in Review

HBK Sorce Advisory increased its Citizens Financial Group (CFG) stake by 1.5% in Q2 2026, buying an estimated $5.67K and bringing the position to 5,905 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #412.

HBK Sorce Advisory first reported a position in CFG in Q3 2021 and has held it in 10 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • HBK Sorce Advisory held 5,905 shares of Citizens Financial Group worth $435K as of Q2 2026.
  • HBK Sorce Advisory bought 88 Citizens Financial Group shares in Q2 2026, an estimated $5.67K.
  • Citizens Financial Group made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #412 holding.
  • HBK Sorce Advisory first reported a position in Citizens Financial Group in Q3 2021 and has held it in 10 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.