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Heartland Bank & Trust’s Citizens Financial Group CFG Stock Holding History

Heartland Bank & Trust’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 		$575K Buy
9,582
+303
+3% +$18.6K 0.13% 119
2025
Q4 		$542K Sell
9,279
-162
-2% -$8.7K 0.23% 91
2025
Q3 		$502K Buy
9,441
+51
+0.5% +$2.54K 0.21% 107
2025
Q2 		$420K Sell
9,390
-329
-3% -$12.9K 0.2% 109
2025
Q1 		$398K Buy
+9,719
New +$434K 0.2% 108

Other funds holding CFG

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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 $123B AUM 38.85% 1-Year Est. Return

Heartland Bank & Trust's CFG Position: Q1 2026 in Review

Heartland Bank & Trust increased its Citizens Financial Group (CFG) stake by 3.3% in Q1 2026, buying an estimated $18.6K and bringing the position to 9,582 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #119.

Heartland Bank & Trust first reported a position in CFG in Q1 2025 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Heartland Bank & Trust held 9,582 shares of Citizens Financial Group worth $575K as of Q1 2026.
  • Heartland Bank & Trust bought 303 Citizens Financial Group shares in Q1 2026, an estimated $18.6K.
  • Citizens Financial Group made up 0.13% of Heartland Bank & Trust's portfolio in Q1 2026, its #119 holding.
  • Heartland Bank & Trust first reported a position in Citizens Financial Group in Q1 2025 and has held it in 5 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.