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Portfolio (Quarterly) Guide ↗

CITIZENS FINANCIAL GROUP INC/RI

· CIK 0000759944
13F Portfolio $7.2B AUM 1,041 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New 279 Added 322 Reduced 93 Exited
Page 2 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC DEL Industrials 36,156.0 $25.6M 0.36% +2K +7.3% $708.45 +22.2%
22 BIL SPDR SERIES TRUST 258,136.0 $23.7M 0.33% +43K +19.8% $91.64 -0.1%
23 VRTX VERTEX PHARMACEUTICALS INC Healthcare 49,824.0 $22.2M 0.31% +6K +14.8% $446.54 -3.6%
24 SYK STRYKER CORP Healthcare 64,611.0 $21.2M 0.29% +1K +1.8% $328.59 -2.2%
25 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 11,126.0 $21.0M 0.29% +2K +24.6% $1884.66 +5.6%
26 FPEI FIRST TR EXCH TRADED FD III 996,035.0 $18.9M 0.26% +28K +2.8% $19.00 +0.7%
27 URI UNITED RENTALS INC Industrials 25,827.0 $18.8M 0.26% +263.0 +1.0% $728.55 +28.5%
28 VUG VANGUARD INDEX FDS 43,015.0 $18.8M 0.26% +5K +14.4% $436.79 -80.0%
29 CMI CUMMINS INC Industrials 30,938.0 $16.6M 0.23% +837.0 +2.8% $538.03 +18.7%
30 KMI KINDER MORGAN INC DEL Energy 477,436.0 $16.0M 0.22% +55K +12.9% $33.53 -0.1%
31 IEI ISHARES TR 129,560.0 $15.4M 0.21% +15K +12.9% $118.60 -1.2%
32 VTI VANGUARD INDEX FDS 46,316.0 $14.9M 0.21% +2K +3.7% $320.81 +13.8%
33 IDEV ISHARES TR 175,025.0 $14.6M 0.20% +11K +6.5% $83.57 +7.4%
34 IVE ISHARES TR 69,142.0 $14.6M 0.20% +11K +19.4% $211.15 +7.1%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 57,657.0 $14.0M 0.19% +2K +2.9% $242.39 +4.4%
36 IWB ISHARES TR 36,977.0 $13.2M 0.18% +362.0 +1.0% $356.56 +13.6%
37 TRV TRAVELERS COMPANIES INC Financial Services 45,183.0 $13.2M 0.18% +2K +4.3% $291.68 +5.2%
38 TMUS T MOBILE US INC Communication Services 59,640.0 $12.5M 0.17% +1K +1.8% $210.03 -9.5%
39 KLAC KLA-TENCOR CORP Technology 8,386.0 $12.3M 0.17% +71.0 +0.8% $1472.51 +25.1%
40 AGGY WISDOMTREE TR 267,413.0 $11.6M 0.16% +23K +9.3% $43.45 -0.4%
Page 2 of 14  ·  279 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Financial Services 21.6%
Communication Services 10.9%
Industrials 9.4%
Healthcare 9.2%
Consumer Cyclical 7.6%
Consumer Defensive 6.0%
Energy 3.4%
Utilities 1.5%
Basic Materials 1.3%