Capital Performance Advisors »

Citizens Financial shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 3.7k 58.41
2025-03-31 $258k 6.3k 40.97
2024-12-31 $267k 6.1k 43.76
2024-09-30 $192k 4.7k 41.07

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Capital Performance Advisors

Top funds holding Citizens Financial

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

View all funds holding Citizens Financial