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Hexagon Capital Partners’s Citizens Financial Group CFG Stock Holding History

Hexagon Capital Partners’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
Q2 		– Sell
-687
Closed -$28.1K – 339
2025
Q1 		$28.1K Buy
687
+99
+17% +$4.42K 0.01% 628
2024
Q4 		$25.7K Buy
588
+57
+11% +$2.52K ﹤0.01% 696
2024
Q3 		$21.8K Buy
531
+149
+39% +$6.02K ﹤0.01% 687
2024
Q2 		$13.8K Buy
382
+43
+13% +$1.5K ﹤0.01% 787
2024
Q1 		$12.3K Sell
339
-48
-12% -$1.57K ﹤0.01% 809
2023
Q4 		$12.8K Buy
387
+29
+8% +$798 ﹤0.01% 762
2023
Q3 		$9.59K Sell
358
-98
-21% -$2.8K ﹤0.01% 762
2023
Q2 		$11.9K Sell
456
-534
-54% -$14.7K ﹤0.01% 702
2023
Q1 		$30.1K Sell
990
-1,388
-58% -$54.4K 0.01% 453
2022
Q4 		$93.6K Buy
2,378
+374
+19% +$14.6K 0.03% 252
2022
Q3 		$69K Buy
2,004
+1,658
+479% +$61.3K 0.02% 303
2022
Q2 		$12K Buy
346
+81
+31% +$3.2K ﹤0.01% 619
2022
Q1 		$12K Hold
265
– – ﹤0.01% 596
2021
Q4 		$13K Sell
265
-31
-10% -$1.49K ﹤0.01% 570
2021
Q3 		$14K Buy
296
+37
+14% +$1.63K ﹤0.01% 543
2021
Q2 		$12K Buy
259
+87
+51% +$4.11K ﹤0.01% 536
2021
Q1 		$7K Sell
172
-53
-24% -$2.21K ﹤0.01% 557
2020
Q4 		$8K Hold
225
– – ﹤0.01% 503
2020
Q3 		$6K Buy
+225
New +$5.71K ﹤0.01% 511

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Hexagon Capital Partners's CFG Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Citizens Financial Group (CFG) in Q2 2025, closing a stake of 687 shares — an estimated $28.1K sold.

Hexagon Capital Partners first reported a position in CFG in Q3 2020 and held it in 19 quarters. The position peaked at $93.6K in Q4 2022. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Citizens Financial Group position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 687 Citizens Financial Group shares in Q2 2025, an estimated $28.1K.
  • Hexagon Capital Partners first reported a position in Citizens Financial Group in Q3 2020 and held it in 19 quarters.
  • Hexagon Capital Partners's Citizens Financial Group position peaked at $93.6K in Q4 2022.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.