Planned Solutions »

Citizens Financial shares owned by Planned Solutions

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citizens Financial by Planned Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 3.4k 59.97
2024-09-30 $138k 3.4k 41.07
2023-12-31 $111k 3.4k 33.14
2020-12-31 $79k 2.2k 35.91
2020-09-30 $56k 2.2k 25.45

More positions owned by Planned Solutions

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Apple Stock (AAPL)

View all positions for Planned Solutions

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
AQR Capital Management
Nordea Investment Management Ab
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
Investec Asset Management
LSV Asset Management
Norges Bank Investment Management
Goldman Sachs Group

View all funds holding Citizens Financial