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Citizens Financial shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 3.7k 58.41

More positions owned by Forthright Family Wealth Advisory

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Forthright Family Wealth Advisory

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
Hotchkis and Wiley Capital Management
Nordea Investment Management Ab
Charles Schwab Investment Management
Investec Asset Management
LSV Asset Management
Norges Bank Investment Management
Royal Bank of Canada
Goldman Sachs Group

View all funds holding Citizens Financial