Ameliora Wealth Management »

Citizens Financial shares owned by Ameliora Wealth Management

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Ameliora Wealth Management from 13F filings

Historical chart of Ameliora Wealth Management investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Ameliora Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citizens Financial by Ameliora Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 420 53.16
2025-06-30 $18k 420 41.59
2025-03-31 $28k 630 43.76
2024-12-31 $28k 630 43.76

More positions owned by Ameliora Wealth Management

Ishares Tr Investment Grade (IGEB)
Ishares Tr CORE S&P500 ETF (IVV)
Spdr Series Trust Bloomberg Invt (FLRN)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Metropcs Communications (TMUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
SPDR S&P 500 ETF TR Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Microsoft Corp Microsoft Corp (MSFT)

View all positions for Ameliora Wealth Management

Top funds holding Citizens Financial

Vanguard Group
BlackRock
Capital World Investors
Invesco
State Street Corporation
Geode Capital Management
Morgan Stanley
Hotchkis and Wiley Capital Management
Charles Schwab Investment Management
Hanna Zanoni
Nordea Investment Management Ab
LSV Asset Management
Capital Research and Management Company - Division 3
Investec Asset Management
Royal Bank of Canada

View all funds holding Citizens Financial