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Hoxton Planning & Management’s Citizens Financial Group CFG Stock Holding History

Hoxton Planning & 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
Q2 		$332K Sell
4,742
-52
-1% -$3.35K 0.09% 165
2026
Q1 		$287K Buy
4,794
+37
+0.8% +$2.27K 0.09% 169
2025
Q4 		$278K Sell
4,757
-35
-0.7% -$1.88K 0.08% 170
2025
Q3 		$255K Hold
4,792
– – 0.08% 175
2025
Q2 		$214K Buy
+4,792
New +$189K 0.07% 192
2025
Q1 		– Sell
-5,353
Closed -$234K – 202
2024
Q4 		$234K Buy
+5,353
New +$237K 0.09% 182

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 $3.37T 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
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

Hoxton Planning & Management's CFG Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Citizens Financial Group (CFG) stake by 1.1% in Q2 2026, selling an estimated $3.35K and leaving 4,742 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #165.

Hoxton Planning & Management first reported a position in CFG in Q4 2024 and has held it in 6 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Hoxton Planning & Management held 4,742 shares of Citizens Financial Group worth $332K as of Q2 2026.
  • Hoxton Planning & Management sold 52 Citizens Financial Group shares in Q2 2026, an estimated $3.35K.
  • Citizens Financial Group made up 0.09% of Hoxton Planning & Management's portfolio in Q2 2026, its #165 holding.
  • Hoxton Planning & Management first reported a position in Citizens Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.