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Citizens Financial shares owned by Old Port Advisors

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

Historical chart of Old Port Advisors investment in Citizens Financial

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20250.6M0.8M1M1.2M1.4M20k25k30k
Value ($)Share countHistorical CFG position of Old Port Advisors Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Citizens Financial by Old Port Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 33k 43.76
2024-09-30 $1.3M 32k 41.07
2024-06-30 $1.1M 32k 36.03
2024-03-31 $970k 27k 36.29
2023-12-31 $594k 18k 33.14

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View all positions for Old Port Advisors

Top funds holding Citizens Financial

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
Invesco
Amundi
Geode Capital Management
Morgan Stanley
Wellington Management Company
Hanna Zanoni
Hotchkis and Wiley Capital Management
Charles Schwab Investment Management
Royal Bank of Canada
AQR Capital Management
LSV Asset Management

View all funds holding Citizens Financial