HM Payson & Co’s Citizens Financial Group CFG Stock Holding History

HM Payson & Co’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	$2.66K	Hold	38	–	–	﹤0.01%	1031
2026 Q1	$2.28K	Hold	38	–	–	﹤0.01%	1030
2025 Q4	$2.22K	Hold	38	–	–	﹤0.01%	1048
2025 Q3	$2.02K	Hold	38	–	–	﹤0.01%	1009
2025 Q2	$1.7K	Hold	38	–	–	﹤0.01%	935
2025 Q1	$1.56K	Hold	38	–	–	﹤0.01%	975
2024 Q4	$1.66K	Sell	38 -25	-40%	-$1.1K	﹤0.01%	972
2024 Q3	$2.59K	Buy	+63	New	+$2.55K	﹤0.01%	950
2023 Q1	–	Sell	-40	Closed	-$1.57K	–	1025
2022 Q4	$1.57K	Hold	40	–	–	﹤0.01%	865
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	939
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	985
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	965
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	1005
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	989
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	983
2021 Q1	$2K	Buy	+40	New	+$1.67K	﹤0.01%	1031
2020 Q4	–	Sell	-192	Closed	-$5K	–	1096
2020 Q3	$5K	Hold	192	–	–	﹤0.01%	887
2020 Q2	$5K	Hold	192	–	–	﹤0.01%	795
2020 Q1	$4K	Sell	192 -1,283	-87%	-$41.9K	﹤0.01%	819
2019 Q4	$60K	Hold	1,475	–	–	﹤0.01%	552
2019 Q3	$52K	Buy	1,475 +100	+7%	+$3.49K	﹤0.01%	593
2019 Q2	$49K	Buy	+1,375	New	+$47.9K	﹤0.01%	605

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 $3.37T AUM 44.26% 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

HM Payson & Co's CFG Position: Q2 2026 in Review

HM Payson & Co held its Citizens Financial Group (CFG) position steady in Q2 2026 at 38 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

HM Payson & Co first reported a position in CFG in Q2 2019 and has held it in 22 quarters since. The position peaked at $60K in Q4 2019. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

HM Payson & Co held 38 shares of Citizens Financial Group worth $2.66K as of Q2 2026.
HM Payson & Co left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1031 holding.
HM Payson & Co first reported a position in Citizens Financial Group in Q2 2019 and has held it in 22 quarters since.
HM Payson & Co's Citizens Financial Group position peaked at $60K in Q4 2019.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.