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Citizens Financial shares owned by Essential Planning

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $574k 13k 44.17

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

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