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Citizens Financial shares owned by McGlone Suttner Wealth Management

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by McGlone Suttner Wealth Management from 13F filings

Historical chart of McGlone Suttner Wealth Management investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by McGlone Suttner Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by McGlone Suttner Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 3.5k 58.41
2023-12-31 $94k 2.8k 33.14

More positions owned by McGlone Suttner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Us Vlu (IUSV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for McGlone Suttner Wealth Management

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