HSBC Holdings’s Citizens Financial Group CFG Stock Holding History

HSBC Holdings’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	-53,300	Closed	-$3.12M	–	2943
2025 Q4	$3.12M	Sell	53,300 -78,900	-60%	-$4.24M	﹤0.01%	1396
2025 Q3	$6.92M	Buy	132,200 +8,900	+7%	+$443K	﹤0.01%	1059
2025 Q2	$5.53M	Buy	123,300 +57,300	+87%	+$2.26M	﹤0.01%	1118
2025 Q1	$2.67M	Buy	+66,000	New	+$2.94M	﹤0.01%	1339
2017 Q4	–	Sell	-16,400	Closed	-$621K	–	2082
2017 Q3	$621K	Hold	16,400	–	–	﹤0.01%	1652
2017 Q2	$585K	Buy	+16,400	New	+$582K	﹤0.01%	1638

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

HSBC Holdings's CFG Position: Q1 2026 in Review

HSBC Holdings reduced its Citizens Financial Group (CFG) stake by 14% in Q1 2026, selling an estimated $15.8M and leaving 1,579,301 shares worth $94.6M. The position accounts for 0.05% of the portfolio, ranked #346.

HSBC Holdings first reported a position in CFG in Q2 2015 and has held it in 44 quarters since. The position peaked at $138M in Q4 2024. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

HSBC Holdings held 1,579,301 shares of Citizens Financial Group worth $94.6M as of Q1 2026.
HSBC Holdings sold 256,375 Citizens Financial Group shares in Q1 2026, an estimated $15.8M.
Citizens Financial Group made up 0.05% of HSBC Holdings's portfolio in Q1 2026, its #346 holding.
HSBC Holdings first reported a position in Citizens Financial Group in Q2 2015 and has held it in 44 quarters since.
HSBC Holdings's Citizens Financial Group position peaked at $138M in Q4 2024.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.