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Citizens Financial shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 2.9k 70.06

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Citizens Financial

BlackRock
Capital World Investors
Vanguard Capital Management
Invesco
Vanguard Portfolio Management
State Street Corporation
Morgan Stanley
Geode Capital Management
Investec Asset Management
AQR Capital Management
Nordea Investment Management Ab
Charles Schwab Investment Management
Sixth Street Partners Management Company
Norges Bank Investment Management
LSV Asset Management

View all funds holding Citizens Financial