HAG
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HighPoint Advisor Group’s Citizens Financial Group CFG Stock Holding History

HighPoint Advisor Group’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 		– Sell
-3,470
Closed -$203K – 716
2025
Q4 		$203K Sell
3,470
-464
-12% -$24.9K ﹤0.01% 1023
2025
Q3 		$209K Buy
+3,934
New +$196K 0.01% 650
2024
Q1 		– Sell
-5,891
Closed -$208K – 654
2023
Q4 		$208K Buy
+5,891
New +$162K 0.01% 582
2022
Q2 		$240K Buy
+6,738
New +$266K 0.03% 451
2021
Q3 		$257K Sell
5,469
-1,974
-27% -$86.7K 0.03% 442
2021
Q2 		$341K Buy
7,443
+2,156
+41% +$102K 0.03% 377
2021
Q1 		$240K Buy
5,287
+329
+7% +$13.7K 0.03% 417
2020
Q4 		$201K Buy
+4,958
New +$156K 0.02% 432
2020
Q1 		– Sell
-13,194
Closed -$528K – 357
2019
Q4 		$528K Buy
13,194
+11
+0.1% +$412 0.11% 173
2019
Q3 		$507K Sell
13,183
-426
-3% -$14.9K 0.11% 156
2019
Q2 		$497K Buy
13,609
+218
+2% +$7.6K 0.12% 155
2019
Q1 		$480K Buy
13,391
+8
+0.1% +$277 0.12% 166
2018
Q4 		$496K Sell
13,383
-757
-5% -$26.5K 0.13% 163
2018
Q3 		$506K Buy
14,140
+50
+0.4% +$2.02K 0.14% 156
2018
Q2 		$570K Buy
14,090
+1,944
+16% +$81K 0.15% 157
2018
Q1 		$510K Buy
12,146
+3,162
+35% +$142K 0.14% 172
2017
Q4 		$399K Buy
+8,984
New +$351K 0.11% 186

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 $107B AUM 24.58% 1-Year Est. Return

HighPoint Advisor Group's CFG Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 3,470 shares — an estimated $203K sold.

HighPoint Advisor Group first reported a position in CFG in Q4 2017 and held it in 17 quarters. The position peaked at $570K in Q2 2018. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,470 Citizens Financial Group shares in Q1 2026, an estimated $203K.
  • HighPoint Advisor Group first reported a position in Citizens Financial Group in Q4 2017 and held it in 17 quarters.
  • HighPoint Advisor Group's Citizens Financial Group position peaked at $570K in Q2 2018.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.