HUB Investment Partners’s Citizens Financial Group CFG Stock Holding History

HUB Investment Partners’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	$631K	Buy	9,000 +2,432	+37%	+$157K	0.01%	618
2026 Q1	$394K	Buy	6,568 +996	+18%	+$61.2K	0.01%	677
2025 Q4	$325K	Buy	+5,572	New	+$299K	0.01%	645
2023 Q1	–	Sell	-60,563	Closed	-$2.38M	–	230
2022 Q4	$2.38M	Buy	60,563 +3,544	+6%	+$138K	0.52%	42
2022 Q3	$1.96M	Buy	57,019 +2,922	+5%	+$108K	0.59%	51
2022 Q2	$1.93M	Buy	54,097 +6,109	+13%	+$241K	0.6%	54
2022 Q1	$2.17M	Buy	47,988 +150	+0.3%	+$7.71K	0.51%	53
2021 Q4	$2.26M	Sell	47,838 -1,617	-3%	-$77.9K	0.53%	51
2021 Q3	$2.32M	Buy	49,455 +2,957	+6%	+$130K	0.55%	45
2021 Q2	$2.13M	Buy	46,498 +8,241	+22%	+$389K	0.57%	51
2021 Q1	$1.69M	Buy	+38,257	New	+$1.59M	0.5%	57

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HUB Investment Partners's CFG Position: Q2 2026 in Review

HUB Investment Partners increased its Citizens Financial Group (CFG) stake by 37% in Q2 2026, buying an estimated $157K and bringing the position to 9,000 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #618.

HUB Investment Partners first reported a position in CFG in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.38M in Q4 2022. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

HUB Investment Partners held 9,000 shares of Citizens Financial Group worth $631K as of Q2 2026.
HUB Investment Partners bought 2,432 Citizens Financial Group shares in Q2 2026, an estimated $157K.
Citizens Financial Group made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #618 holding.
HUB Investment Partners first reported a position in Citizens Financial Group in Q1 2021 and has held it in 11 quarters since.
HUB Investment Partners's Citizens Financial Group position peaked at $2.38M in Q4 2022.
1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.