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Citizens Financial shares owned by McCarley & Cook Financial Planners

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by McCarley & Cook Financial Planners from 13F filings

Historical chart of McCarley & Cook Financial Planners investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by McCarley & Cook Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by McCarley & Cook Financial Planners

Quarter filed Position value Share count Share price at filing
2026-09-30 $19k 290 63.76

More positions owned by McCarley & Cook Financial Planners

iShares Core S&P 500 ETF Etf (IVV)
Vanguard Ftse Developed Markets ETF Etf (VEA)
Dimensional US Core Equity 2 ETF Etf (DFAC)
Avantis U.S. Small Cap Value ETF Etf (AVUV)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Dimensional US Large Cap Value ETF Etf (DFLV)
iShares Core Msci Emerging Markets ETF Etf (IEMG)
Capital Group Core Plus Income Etf Etf (CGCP)
Columbia EM Core Ex-China ETF Etf (XCEM)
Procter And Gamble Stock (PG)
Dimensional International Core Equity 2 ETF Etf (DFIC)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Russell 1000 Value ETF Etf (IWD)
Dimensional US Targeted Value ETF Etf (DFAT)
Vanguard ESG US Stock ETF Etf (ESGV)

View all positions for McCarley & Cook Financial Planners

Top funds holding Citizens Financial

BlackRock
Vanguard Capital Management
Invesco
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
AQR Capital Management
Nordea Investment Management Ab
Charles Schwab Investment Management
Sixth Street Partners Management Company
Investec Asset Management
Norges Bank Investment Management
LSV Asset Management
Dimensional Fund Advisors
Victory Capital Management

View all funds holding Citizens Financial