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Citizens Financial shares owned by PWM

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

Historical chart of PWM investment in Citizens Financial

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

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Quarterly reported holdings in Citizens Financial by PWM

Quarter filed Position value Share count Share price at filing
2020-03-31 $11M 572k 18.81
2019-12-31 $9.6M 236k 40.61

More positions owned by PWM

Berkshire Hathaway (BRK.B)
Laboratory Corp. of America Holdings (LH)
Lamar Advertising Company
Equity Lifestyle Properties (ELS)
Sun Communities (SUI)
Johnson & Johnson (JNJ)
Casey's General Stores (CASY)
Apple (AAPL)
First Horizon National Corporation (FHN)
Kansas City Southern
Citizens Financial (CFG)
Charles Schwab Corporation (SCHW)
Weyerhaeuser Company (WY)
Potlatch Corporation (PCH)
Schlumberger (SLB)

View all positions for PWM

Top funds holding Citizens Financial

Vanguard Group
Amundi
Hotchkis and Wiley Capital Management
Charles Schwab Investment Management
LSV Asset Management
Wellington Management Company
Royal Bank of Canada
Jpmorgan Chase & Co
Bank of America Corporation
Dimensional Fund Advisors
Legal & General Group
AQR Capital Management
Norges Bank Investment Management
Nordea Investment Management Ab
Bank of New York Mellon

View all funds holding Citizens Financial