HI
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Horizon Investments’s Citizens Financial Group CFG Stock Holding History

Horizon Investments’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 		$532K Sell
7,643
-134,494
-95% -$8.67M 0.01% 862
2026
Q1 		$8.46M Sell
142,137
-16,753
-11% -$1.03M 0.09% 183
2025
Q4 		$9.28M Sell
158,890
-14,863
-9% -$799K 0.12% 144
2025
Q3 		$9.15M Sell
173,753
-10,292
-6% -$512K 0.12% 136
2025
Q2 		$8.16M Buy
184,045
+177,760
+2,828% +$7M 0.13% 127
2025
Q1 		$255K Buy
6,285
+141
+2% +$6.29K 0.01% 502
2024
Q4 		$267K Buy
6,144
+61
+1% +$2.7K 0.01% 482
2024
Q3 		$247K Sell
6,083
-713
-10% -$28.8K 0.01% 503
2024
Q2 		$242K Sell
6,796
-78
-1% -$2.72K 0.01% 508
2024
Q1 		$246K Sell
6,874
-484
-7% -$15.9K 0.01% 505
2023
Q4 		$241K Buy
7,358
+587
+9% +$16.2K 0.01% 480
2023
Q3 		$178K Sell
6,771
-111
-2% -$3.17K 0.01% 537
2023
Q2 		$177K Sell
6,882
-538
-7% -$14.8K 0.01% 545
2023
Q1 		$222K Sell
7,420
-1,385
-16% -$54.2K 0.01% 485
2022
Q4 		$343K Buy
+8,805
New +$344K 0.01% 440
2022
Q3 		– Sell
-9,623
Closed -$340K – 485
2022
Q2 		$340K Buy
9,623
+4,540
+89% +$179K 0.01% 352
2022
Q1 		$228K Buy
+5,083
New +$261K 0.01% 487
2020
Q1 		– Sell
-121,218
Closed -$4.92M – 323
2019
Q4 		$4.92M Buy
121,218
+40,730
+51% +$1.52M 0.22% 65
2019
Q3 		$2.82M Buy
80,488
+73,211
+1,006% +$2.55M 0.11% 83
2019
Q2 		$257K Buy
+7,277
New +$254K 0.01% 453
2017
Q1 		– Sell
-16,739
Closed -$596K – 160
2016
Q4 		$596K Buy
+16,739
New +$507K 0.04% 101

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

Horizon Investments's CFG Position: Q2 2026 in Review

Horizon Investments reduced its Citizens Financial Group (CFG) stake by 95% in Q2 2026, selling an estimated $8.67M and leaving 7,643 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #862.

Horizon Investments first reported a position in CFG in Q4 2016 and has held it in 21 quarters since. The position peaked at $9.28M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Horizon Investments held 7,643 shares of Citizens Financial Group worth $532K as of Q2 2026.
  • Horizon Investments sold 134,494 Citizens Financial Group shares in Q2 2026, an estimated $8.67M.
  • Citizens Financial Group made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #862 holding.
  • Horizon Investments first reported a position in Citizens Financial Group in Q4 2016 and has held it in 21 quarters since.
  • Horizon Investments's Citizens Financial Group position peaked at $9.28M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.