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Citizens Financial shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citizens Financial by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $38k 625 59.97
2025-12-31 $12k 200 58.41

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Top funds holding Citizens Financial

Vanguard Group
BlackRock
Capital World Investors
Vanguard Capital Management
Invesco
State Street Corporation
Vanguard Portfolio Management
Morgan Stanley
Geode Capital Management
AQR Capital Management
Nordea Investment Management Ab
Investec Asset Management
Charles Schwab Investment Management
LSV Asset Management
Victory Capital Management

View all funds holding Citizens Financial