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

Hemington 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
2025
Q3 		$34K Buy
646
+42
+7% +$2.09K ﹤0.01% 463
2025
Q2 		$27K Sell
604
-34
-5% -$1.34K ﹤0.01% 510
2025
Q1 		$26K Buy
638
+67
+12% +$2.99K ﹤0.01% 497
2024
Q4 		$24K Buy
571
+95
+20% +$4.2K 0.01% 499
2024
Q3 		$20K Buy
+476
New +$19.2K 0.01% 500

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hemington Wealth Management's CFG Position: Q3 2025 in Review

Hemington Wealth Management increased its Citizens Financial Group (CFG) stake by 7% in Q3 2025, buying an estimated $2.09K and bringing the position to 646 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Hemington Wealth Management first reported a position in CFG in Q3 2024 and has held it in 5 quarters since. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Hemington Wealth Management held 646 shares of Citizens Financial Group worth $34K as of Q3 2025.
  • Hemington Wealth Management bought 42 Citizens Financial Group shares in Q3 2025, an estimated $2.09K.
  • Citizens Financial Group made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #463 holding.
  • Hemington Wealth Management first reported a position in Citizens Financial Group in Q3 2024 and has held it in 5 quarters since.
  • 858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.