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Citizens Financial shares owned by waypoint wealth counsel

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

Historical chart of waypoint wealth counsel investment in Citizens Financial

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

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Quarterly reported holdings in Citizens Financial by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 5.4k 53.16
2025-06-30 $230k 5.1k 44.75

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Coca-Cola Company (KO)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)

View all positions for waypoint wealth counsel

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