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Citizens Financial shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 4.6k 58.41

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Ishares Core S&p 500 Etf Etf (IVV)
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Schwab International Equity Etf Etf (SCHF)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
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Dimensional U.s. Targeted Value Etf Etf (DFAT)
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Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for Gradient Capital Advisors

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