Private Wealth Management Group »

Citizens Financial shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citizens Financial by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 641 36.29
2023-12-31 $21k 641 33.14

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Citizens Financial

BlackRock
Vanguard Group
Amundi
Hotchkis and Wiley Capital Management
Hanna Zanoni
Morgan Stanley
Geode Capital Management
Charles Schwab Investment Management
LSV Asset Management
Wellington Management Company
FMR
Royal Bank of Canada
Millennium Management
Bank of America Corporation
Jpmorgan Chase & Co

View all funds holding Citizens Financial