Harvest Portfolios Group Reduces Stake in Citizens Financial Group

The institutional investor sold nearly 20,000 shares of the bank's stock in the third quarter.

Mar. 3, 2026 at 8:07am

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Harvest Portfolios Group Inc. trimmed its position in shares of Citizens Financial Group, Inc. (NYSE:CFG) by 13.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 123,570 shares of the bank's stock after selling 19,291 shares.

Why it matters

This filing provides insight into the investment decisions and portfolio changes of Harvest Portfolios Group, a notable institutional investor. The reduction in Citizens Financial Group shares may signal a shift in the firm's outlook on the bank's prospects.

The details

Harvest Portfolios Group Inc. reduced its stake in Citizens Financial Group by selling 19,291 shares in the third quarter. The firm now holds 123,570 shares of the bank's stock, worth approximately $6.57 million as of the most recent SEC filing.

  • Harvest Portfolios Group Inc. made the share sale in the 3rd quarter of the year.

The players

Harvest Portfolios Group Inc.

An institutional investment firm that manages a portfolio of securities.

Citizens Financial Group, Inc.

A bank holding company that provides a range of banking and financial services to individuals, small and middle-market businesses, corporations, and institutional clients.

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The takeaway

This filing highlights the ongoing portfolio adjustments and investment decisions made by institutional investors like Harvest Portfolios Group. While the reasons behind the reduced stake in Citizens Financial Group are not explicitly stated, it may signal a shift in the firm's outlook on the bank's future performance.