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 Q3	$302K	Sell	4,738 -4	-0.1%	-$282	0.08%	170
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Hoxton Planning & Management's CFG Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Citizens Financial Group (CFG) stake by 0.08% in Q3 2026, selling an estimated $282 and leaving 4,738 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #170.

Hoxton Planning & Management first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $332K in Q2 2026. 196 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Hoxton Planning & Management held 4,738 shares of Citizens Financial Group worth $302K as of Q3 2026.
Hoxton Planning & Management sold 4 Citizens Financial Group shares in Q3 2026, an estimated $282.
Citizens Financial Group made up 0.08% of Hoxton Planning & Management's portfolio in Q3 2026, its #170 holding.
Hoxton Planning & Management first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
Hoxton Planning & Management's Citizens Financial Group position peaked at $332K in Q2 2026.
196 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.