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Citizens Financial shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 2.9k 70.07

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Capital Group Dividend Value Shs Creat Unit (CGDV)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Vest Investment (LQTI)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)

View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Citizens Financial

BlackRock
Capital World Investors
Vanguard Capital Management
Invesco
Vanguard Portfolio Management
State Street Corporation
Morgan Stanley
Geode Capital Management
Investec Asset Management
AQR Capital Management
Nordea Investment Management Ab
Charles Schwab Investment Management
Sixth Street Partners Management Company
Norges Bank Investment Management
LSV Asset Management

View all funds holding Citizens Financial