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HFM Investment Advisors’s Citizens Financial Group CFG Stock Holding History

HFM Investment Advisors’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 		$3.08K Buy
44
+22
+100% +$1.42K ﹤0.01% 297
2026
Q1 		$1.32K Sell
22
-83
-79% -$5.1K ﹤0.01% 319
2025
Q4 		$6.13K Buy
105
+85
+425% +$4.57K ﹤0.01% 161
2025
Q3 		$1.06K Hold
20
– – ﹤0.01% 342
2025
Q2 		$895 Buy
20
+10
+100% +$394 ﹤0.01% 411
2025
Q1 		$410 Buy
+10
New +$446 ﹤0.01% 356

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

HFM Investment Advisors's CFG Position: Q2 2026 in Review

HFM Investment Advisors increased its Citizens Financial Group (CFG) stake by 100% in Q2 2026, buying an estimated $1.42K and bringing the position to 44 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

HFM Investment Advisors first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.13K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • HFM Investment Advisors held 44 shares of Citizens Financial Group worth $3.08K as of Q2 2026.
  • HFM Investment Advisors bought 22 Citizens Financial Group shares in Q2 2026, an estimated $1.42K.
  • Citizens Financial Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #297 holding.
  • HFM Investment Advisors first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Citizens Financial Group position peaked at $6.13K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.