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Citizens Financial shares owned by Estate Planners Group

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Citizens Financial

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All positions including Citizens Financial held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $38k 643 58.39

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Citizens Financial

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
Invesco
Geode Capital Management
Capital Research and Management Company - Division 3
AQR Capital Management
Nordea Investment Management Ab
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
Investec Asset Management
LSV Asset Management
Norges Bank Investment Management
Goldman Sachs Group

View all funds holding Citizens Financial