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Citizens Financial shares owned by Poinciana Advisors Group

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

Historical chart of Poinciana Advisors Group investment in Citizens Financial

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

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Quarterly reported holdings in Citizens Financial by Poinciana Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 5.0k 53.16
2025-06-30 $250k 5.6k 44.75
2025-03-31 $290k 7.1k 40.97
2024-12-31 $310k 7.1k 43.76

More positions owned by Poinciana Advisors Group

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Poinciana Advisors Group

Top funds holding Citizens Financial

Vanguard Group
BlackRock
Capital World Investors
Invesco
State Street Corporation
Geode Capital Management
Morgan Stanley
Hotchkis and Wiley Capital Management
Charles Schwab Investment Management
Hanna Zanoni
Nordea Investment Management Ab
LSV Asset Management
Capital Research and Management Company - Division 3
Investec Asset Management
Royal Bank of Canada

View all funds holding Citizens Financial