HHM Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

HHM Wealth 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	$11.5K	Hold	164	–	–	﹤0.01%	615
2026 Q1	$9.84K	Hold	164	–	–	﹤0.01%	648
2025 Q4	$9.58K	Hold	164	–	–	﹤0.01%	625
2025 Q3	$8.72K	Hold	164	–	–	﹤0.01%	660
2025 Q2	$7.34K	Sell	164 -2	-1%	-$79	﹤0.01%	650
2025 Q1	$6.8K	Sell	166 -3	-2%	-$134	﹤0.01%	642
2024 Q4	$7.4K	Buy	169 +5	+3%	+$221	﹤0.01%	634
2024 Q3	$6.74K	Hold	164	–	–	﹤0.01%	624
2024 Q2	$5.91K	Hold	164	–	–	﹤0.01%	618
2024 Q1	$5.95K	Hold	164	–	–	﹤0.01%	605
2023 Q4	$5.43K	Hold	164	–	–	﹤0.01%	619
2023 Q3	$4.4K	Hold	164	–	–	﹤0.01%	648
2023 Q2	$4.28K	Hold	164	–	–	﹤0.01%	674
2023 Q1	$4.98K	Buy	+164	New	+$6.42K	﹤0.01%	641
2022 Q3	–	Sell	-400	Closed	-$14K	–	669
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	474
2022 Q1	$18K	Hold	400	–	–	﹤0.01%	449
2021 Q4	$19K	Hold	400	–	–	﹤0.01%	430
2021 Q3	$19K	Hold	400	–	–	0.01%	409
2021 Q2	$18K	Sell	400 -400	-50%	-$18.9K	﹤0.01%	408
2021 Q1	$35K	Hold	800	–	–	0.01%	319
2020 Q4	$29K	Hold	800	–	–	0.01%	319
2020 Q3	$20K	Buy	+800	New	+$20.3K	0.01%	311

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HHM Wealth Advisors's CFG Position: Q2 2026 in Review

HHM Wealth Advisors held its Citizens Financial Group (CFG) position steady in Q2 2026 at 164 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

HHM Wealth Advisors first reported a position in CFG in Q3 2020 and has held it in 22 quarters since. The position peaked at $35K in Q1 2021. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

HHM Wealth Advisors held 164 shares of Citizens Financial Group worth $11.5K as of Q2 2026.
HHM Wealth Advisors left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #615 holding.
HHM Wealth Advisors first reported a position in Citizens Financial Group in Q3 2020 and has held it in 22 quarters since.
HHM Wealth Advisors's Citizens Financial Group position peaked at $35K in Q1 2021.
1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.