Institutional Ownership Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG). We have compiled data on the 940 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
20
shares
|
$972
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
20
shares
|
$972
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
18
shares
|
$874
0.0% of portfolio
|
Q4 2024
New holding
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
17
shares
|
$826
0.0% of portfolio
|
Q1 2025
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
17
shares
|
$826
0.0% of portfolio
|
Q1 2025
Reduced 70.69%
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
14
shares
|
$680
0.0% of portfolio
|
Q1 2025
New holding
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13
shares
|
$631
0.0% of portfolio
|
Q1 2025
Added 225.0%
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
12
shares
|
$583
0.0% of portfolio
|
Q4 2024
New holding
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
9
shares
|
$437
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$388
0.0% of portfolio
|
Q1 2025
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
6
shares
|
$291
0.0% of portfolio
|
Q1 2025
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
5
shares
|
$243
0.0% of portfolio
|
Q3 2024
Reduced 82.76%
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4
shares
|
$194
0.0% of portfolio
|
Q1 2025
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q2 2024
Reduced 98.84%
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q2 2022
Reduced 97.06%
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|