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Citizens Financial shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Citizens Financial

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All positions including Citizens Financial held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $796k 22k 36.29
2023-12-31 $765k 22k 34.31
2023-09-30 $475k 18k 26.80
2023-06-30 $408k 16k 26.08
2023-03-31 $672k 22k 30.37

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory 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