HSA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return