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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 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,783.0 $464K 0.01% NEW $166.77 -8.1%
22 EXPAND ENERGY CORPORATION 4,190.0 $460K 0.01% NEW $109.78
23 VITL VITAL FARMS INC Consumer Defensive 32,411.0 $458K 0.01% NEW $14.12 -18.8%
24 Q QNITY ELECTRONICS INC Technology 3,829.0 $442K 0.01% NEW $115.38 +3.5%
25 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,254.0 $429K 0.01% NEW $131.74 +12.8%
26 MLI MUELLER INDS INC Industrials 3,734.0 $414K 0.01% NEW $110.81 -45.8%
27 CRS CARPENTER TECHNOLOGY CORP Industrials 1,028.0 $405K 0.01% NEW $394.16 +2.5%
28 FLAGSTAR BANK NATIONAL ASSOC 29,822.0 $393K 0.01% NEW $13.17
29 SF STIFEL FINL CORP Financial Services 5,187.0 $383K 0.01% NEW $73.93 +1.6%
30 MOH MOLINA HEALTHCARE INC Healthcare 2,840.0 $379K 0.01% NEW $133.30 +52.4%
31 KMX CARMAX INC Consumer Cyclical 9,099.0 $378K 0.01% NEW $41.58 +38.2%
32 WBI WATERBRIDGE INFRASTRUCTURE L Energy 14,062.0 $377K 0.01% NEW $26.79 +14.2%
33 BBY BEST BUY INC Consumer Cyclical 5,863.0 $376K 0.01% NEW $64.19 +46.5%
34 Z ZILLOW GROUP INC Communication Services 9,081.0 $376K 0.01% NEW $41.38 -27.2%
35 MANH MANHATTAN ASSOCS INC Technology 2,815.0 $375K 0.01% NEW $133.12 +57.3%
36 FHN FIRST HORIZON NATL CORP Financial Services 16,314.0 $374K 0.01% NEW $22.94 +3.9%
37 HQY HEALTHEQUITY INC Healthcare 4,471.0 $374K 0.01% NEW $83.57 +14.1%
38 PB PROSPERITY BANCSHARES INC Financial Services 5,511.0 $373K 0.01% NEW $67.72 +3.3%
39 CHRD CHORD ENERGY CORPORATION Energy 2,548.0 $362K 0.01% NEW $142.18 +2.6%
40 HUBS HUBSPOT INC Technology 1,451.0 $354K 0.01% NEW $244.10 -9.4%
Page 2 of 6  ·  117 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 29.7%
Financial Services 21.9%
Industrials 9.6%
Communication Services 9.3%
Healthcare 9.3%
Consumer Cyclical 7.7%
Consumer Defensive 6.1%
Energy 3.4%
Utilities 1.5%
Basic Materials 1.3%