Citizens Financial shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Citizens Financial
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Quarterly reported holdings in Citizens Financial by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $572k | 11k | 53.16 |
| 2025-06-30 | $481k | 11k | 44.75 |
| 2025-03-31 | $440k | 11k | 40.97 |
| 2024-12-31 | $584k | 13k | 43.76 |
| 2024-09-30 | $569k | 14k | 41.07 |
| 2024-06-30 | $509k | 14k | 36.03 |
| 2024-03-31 | $513k | 14k | 36.29 |
| 2023-12-31 | $722k | 22k | 33.14 |
| 2023-09-30 | $785k | 29k | 26.80 |
| 2023-06-30 | $1.0M | 40k | 26.08 |
| 2023-03-31 | $2.0M | 65k | 30.37 |
| 2022-12-31 | $2.7M | 70k | 39.37 |