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Highland Investment Advisors LLC’s Citizens Financial Group CFG Stock Holding History

Highland Investment Advisors LLC’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 		$140 Buy
+2
New +$129 ﹤0.01% 664

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Highland Investment Advisors LLC's CFG Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2 shares worth $140. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings.

882 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Highland Investment Advisors LLC held 2 shares of Citizens Financial Group worth $140 as of Q2 2026.
  • Citizens Financial Group was a new Highland Investment Advisors LLC position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #664 holding.
  • 882 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.