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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 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PR PERMIAN RESOURCES CORP Energy 16,488.0 $352K 0.01% NEW $21.32 -2.0%
42 MOS MOSAIC CO NEW Basic Materials 13,103.0 $334K 0.01% NEW $25.50 -14.0%
43 MHK MOHAWK INDS INC Consumer Cyclical 3,392.0 $334K 0.01% NEW $98.46 +3.9%
44 OGN ORGANON & CO Healthcare 55,206.0 $331K 0.01% NEW $5.99 +124.0%
45 SNX SYNNEX CORP Technology 1,935.0 $326K 0.01% NEW $168.71 +36.7%
46 G GENPACT LIMITED Technology 8,709.0 $324K 0.01% NEW $37.25 -14.1%
47 AA ALCOA CORP Basic Materials 4,875.0 $323K 0.00% NEW $66.33 -0.1%
48 ALLY ALLY FINL INC Financial Services 8,102.0 $318K 0.00% NEW $39.23 +9.0%
49 DAR DARLING INGREDIENTS INC Consumer Defensive 5,066.0 $313K 0.00% NEW $61.85 -6.5%
50 LSTR LANDSTAR SYS INC Industrials 1,948.0 $312K 0.00% NEW $160.31 +19.2%
51 IXC ISHARES TR 5,357.0 $309K 0.00% NEW $57.61 -2.7%
52 BBIO BRIDGEBIO PHARMA INC Healthcare 4,082.0 $303K 0.00% NEW $74.26 -5.4%
53 TTC TORO CO Industrials 3,230.0 $302K 0.00% NEW $93.44 -4.6%
54 IDT IDT CORP Communication Services 6,040.0 $297K 0.00% NEW $49.10 +7.3%
55 VIKING HOLDINGS LTD 4,008.0 $295K 0.00% NEW $73.48
56 WING WINGSTOP INC Consumer Cyclical 1,881.0 $291K 0.00% NEW $154.97 -17.3%
57 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,096.0 $291K 0.00% NEW $265.32 +15.2%
58 NTNX NUTANIX INC Technology 7,593.0 $289K 0.00% NEW $38.01 +17.6%
59 BALL BALL CORP Consumer Cyclical 4,816.0 $285K 0.00% NEW $59.11 -4.7%
60 EXEL EXELIXIS INC Healthcare 6,605.0 $283K 0.00% NEW $42.89 +15.8%
Page 3 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 29.2%
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%