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Citizens Financial shares owned by Traphagen Investment Advisors

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

Historical chart of Traphagen Investment Advisors investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citizens Financial by Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 6.7k 41.07
2024-06-30 $241k 6.7k 36.03
2023-12-31 $222k 6.7k 33.14

More positions owned by Traphagen Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 20+ Year Tr Bd (TLTW)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Traphagen Investment Advisors

Top funds holding Citizens Financial

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

View all funds holding Citizens Financial