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Citizens Financial shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citizens Financial by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 644 41.07
2024-03-31 $23k 641 36.29
2023-12-31 $21k 641 33.14

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Citizens Financial

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

View all funds holding Citizens Financial