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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
2025-09-30 $201k 3.8k 53.17
2024-09-30 $275k 6.7k 41.07
2024-06-30 $241k 6.7k 36.03
2023-12-31 $222k 6.7k 33.14

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Ishares Tr Ore S&p500 Etf (IVV)
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Victory Portfolios Ii Hares Free Cash (VFLO)
Pacer Fds Tr S Lrg Cp Cash (COWG)
First Tr Exchange Traded Asdq Cln Edge (GRID)
Janus Detroit Str Tr Enderson Securi (JSI)
Janus Detroit Str Tr Endrson Aaa Cl (JAAA)
Apple Om (AAPL)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
Tortoise Capital Series Trus Orth Amern Pipe (TPYP)
Ishares Tr -3 Mnth Treasry (SGOV)
Vaneck Etf Trust Lternative Asse (GPZ)
Bitwise Bitcoin Etf Tr Hs Ben Int (BITB)
Vanguard Index Fds &p 500 Etf Shs (VOO)
Vanguard Index Fds Otal Stk Mkt (VTI)

View all positions for Traphagen Investment Advisors

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