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Howard Capital Management’s Citizens Financial Group CFG Stock Holding History

Howard Capital Management’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
-3,546
Closed -$207K – 350
2025
Q4 		$207K Sell
3,546
-8,590
-71% -$462K ﹤0.01% 420
2025
Q3 		$645K Buy
12,136
+378
+3% +$18.8K 0.01% 266
2025
Q2 		$526K Buy
+11,758
New +$463K 0.01% 283
2025
Q1 		– Sell
-9,728
Closed -$426K – 386
2024
Q4 		$426K Buy
+9,728
New +$430K 0.01% 305

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Howard Capital Management's CFG Position: Q1 2026 in Review

Howard Capital Management sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 3,546 shares — an estimated $207K sold.

Howard Capital Management first reported a position in CFG in Q4 2024 and held it in 4 quarters. The position peaked at $645K in Q3 2025. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Howard Capital Management reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
  • Howard Capital Management sold 3,546 Citizens Financial Group shares in Q1 2026, an estimated $207K.
  • Howard Capital Management first reported a position in Citizens Financial Group in Q4 2024 and held it in 4 quarters.
  • Howard Capital Management's Citizens Financial Group position peaked at $645K in Q3 2025.
  • 1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.