Citizens Financial shares owned by Creative Planning
Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Citizens Financial
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Quarterly reported holdings in Citizens Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 258k | 53.16 |
| 2025-06-30 | $10M | 225k | 44.75 |
| 2025-03-31 | $8.8M | 214k | 40.97 |
| 2024-12-31 | $8.8M | 202k | 43.76 |
| 2024-09-30 | $8.6M | 209k | 41.07 |
| 2024-06-30 | $7.4M | 206k | 36.03 |
| 2024-03-31 | $7.1M | 197k | 36.29 |
| 2023-12-31 | $6.4M | 193k | 33.14 |
| 2023-09-30 | $5.2M | 194k | 26.80 |
| 2023-06-30 | $5.4M | 206k | 26.08 |
| 2023-03-31 | $2.0M | 67k | 30.37 |
| 2022-12-31 | $3.1M | 79k | 39.37 |
| 2022-09-30 | $2.4M | 69k | 34.35 |
| 2022-06-30 | $1.6M | 46k | 35.68 |
| 2022-03-31 | $1.8M | 39k | 45.33 |
| 2021-12-31 | $1.4M | 29k | 47.24 |
| 2021-09-30 | $1.3M | 27k | 46.97 |
| 2021-06-30 | $888k | 19k | 45.88 |
| 2021-03-31 | $1.5M | 33k | 44.14 |
| 2020-12-31 | $770k | 22k | 35.74 |
| 2020-09-30 | $556k | 22k | 25.26 |
| 2020-06-30 | $873k | 35k | 25.24 |
| 2020-03-31 | $1.0M | 55k | 18.81 |
| 2019-12-31 | $1.0M | 25k | 40.61 |
| 2019-09-30 | $851k | 24k | 35.35 |
| 2019-06-30 | $874k | 25k | 35.34 |
| 2019-03-31 | $781k | 24k | 32.49 |
| 2018-12-31 | $677k | 23k | 29.74 |
| 2018-09-30 | $529k | 14k | 38.53 |
| 2018-06-30 | $546k | 14k | 38.89 |
| 2018-03-31 | $571k | 14k | 42.02 |
| 2017-12-31 | $600k | 14k | 41.96 |
| 2017-09-30 | $520k | 14k | 37.84 |
| 2017-06-30 | $442k | 12k | 35.69 |
| 2017-03-31 | $429k | 12k | 34.53 |
| 2016-12-31 | $417k | 12k | 35.62 |
| 2016-09-30 | $293k | 12k | 24.75 |
| 2016-06-30 | $2.0k | 104 | 19.23 |
| 2016-03-31 | $999 | 48 | 20.83 |
| 2015-12-31 | $13k | 491 | 26.48 |
| 2015-03-31 | $27k | 1.1k | 24.55 |