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Size ($ in 1000's)
At 12/31/2024: $5,128,981
At 09/30/2024: $4,971,576
Combined Holding Report Includes:
CITIZENS FINANCIAL GROUP INC RI
Citizens Bank National Association
Clarfeld Financial Advisors LLC
Citizens Bank National Association
Clarfeld Financial Advisors LLC
Citizens Financial Group Inc. RI AUM history
Citizens Financial Group Inc. RI holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Citizens Financial Group Inc. RI 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2024, below is a summary of the Citizens Financial Group Inc. RI top holdings by largest position size, as per the latest 13f filing made by Citizens Financial Group Inc. RI.
In the Citizens Financial Group Inc. RI-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Citizens Financial Group Inc. RI in that top holding, then the share count change between reporting periods, and finally the Citizens Financial Group Inc. RI top holding position size
for that row.
| Entity | Amount | Change
09/30/2024 to 12/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
697,910 |
-26,102 |
$376,041 | | VOO | 697,910 | -26,102 | $376,041 | | ISHARES TR (IVV) |
431,207 |
+4,669 |
$253,843 | | IVV | 431,207 | +4,669 | $253,843 | | APPLE INC |
893,366 |
+45,952 |
$223,717 | | AAPL | 893,366 | +45,952 | $223,717 | | ISHARES TR (IJH) |
3,071,734 |
+17,218 |
$191,400 | | IJH | 3,071,734 | +17,218 | $191,400 | | MICROSOFT CORP |
449,028 |
+4,912 |
$189,265 | | MSFT | 449,028 | +4,912 | $189,265 | | NVIDIA CORP |
1,380,707 |
+44,549 |
$185,415 | | NVDA | 1,380,707 | +44,549 | $185,415 | | ISHARES TR (IEFA) |
2,178,970 |
+30,613 |
$153,138 | | IEFA | 2,178,970 | +30,613 | $153,138 | | SPDR S&P 500 ETF TR (SPY) |
240,622 |
+15,617 |
$141,024 | | SPY | 240,622 | +15,617 | $141,024 | | VANGUARD INDEX FDS (VTV) |
661,059 |
-22,221 |
$111,917 | | VTV | 661,059 | -22,221 | $111,917 | | AMAZON COM INC |
455,778 |
+28,848 |
$99,993 | | AMZN | 455,778 | +28,848 | $99,993 | | PROCTER & GAMBLE CO |
584,036 |
+1,222 |
$97,914 | | PG | 584,036 | +1,222 | $97,914 | | ALPHABET INC |
502,379 |
+2,810 |
$95,100 | | GOOGL | 502,379 | +2,810 | $95,100 | | ISHARES TR (IUSG) |
666,587 |
-11,924 |
$92,889 | | IUSG | 666,587 | -11,924 | $92,889 | | ISHARES TR (IWM) |
394,594 |
+23,764 |
$87,190 | | IWM | 394,594 | +23,764 | $87,190 | | ISHARES INC (IEMG) |
1,513,678 |
-47,545 |
$79,044 | | IEMG | 1,513,678 | -47,545 | $79,044 | | JPMORGAN CHASE & CO |
325,464 |
+7,963 |
$78,017 | | JPM | 325,464 | +7,963 | $78,017 | | INVESCO QQQ TR |
124,869 |
+2,306 |
$63,837 | | QQQ | 124,869 | +2,306 | $63,837 | | FACEBOOK INC |
93,839 |
-337 |
$54,944 | | META | 93,839 | -337 | $54,944 | | VANGUARD INDEX FDS (VO) |
193,475 |
+12,397 |
$51,102 | | VO | 193,475 | +12,397 | $51,102 | | VANGUARD INDEX FDS (VNQ) |
540,851 |
-11,448 |
$48,179 | | VNQ | 540,851 | -11,448 | $48,179 | | VANGUARD INDEX FDS (VB) |
196,177 |
-7,357 |
$47,137 | | VB | 196,177 | -7,357 | $47,137 | | BANK AMER CORP |
1,040,862 |
+33,693 |
$45,746 | | BAC | 1,040,862 | +33,693 | $45,746 | | LILLY ELI & CO |
54,047 |
+3,472 |
$41,724 | | LLY | 54,047 | +3,472 | $41,724 | | ISHARES TR (EFA) |
509,308 |
+11,544 |
$38,509 | | EFA | 509,308 | +11,544 | $38,509 | | HOME DEPOT INC |
98,903 |
-1,792 |
$38,472 | | HD | 98,903 | -1,792 | $38,472 | | ISHARES TR (SUB) |
343,326 |
+108,446 |
$36,214 | | SUB | 343,326 | +108,446 | $36,214 | | ALPHABET INC |
188,675 |
-21,982 |
$35,931 | | GOOG | 188,675 | -21,982 | $35,931 |  BERKSHIRE HATHAWAY INC DEL |
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$35,159 | | BRK.B | 61,042 | +3,008 | $27,669 | | BRK.A | 11 | UNCH | $7,490 | | EXXON MOBIL CORP |
316,696 |
-4,727 |
$34,067 | | XOM | 316,696 | -4,727 | $34,067 | | VANGUARD TAX MANAGED INTL FD (VEA) |
712,288 |
+121,493 |
$34,062 | | VEA | 712,288 | +121,493 | $34,062 | | SELECT SECTOR SPDR TR (XLK) |
140,966 |
-2,691 |
$32,777 | | XLK | 140,966 | -2,691 | $32,777 | | VISA INC |
101,289 |
+5,052 |
$32,011 | | V | 101,289 | +5,052 | $32,011 | | EATON CORP PLC |
95,793 |
+3,701 |
$31,791 | | ETN | 95,793 | +3,701 | $31,791 | | ORACLE CORP |
190,490 |
-28 |
$31,743 | | ORCL | 190,490 | -28 | $31,743 | | PEPSICO INC |
185,283 |
-45,197 |
$28,174 | | PEP | 185,283 | -45,197 | $28,174 | | SALESFORCE COM INC |
83,864 |
+2,168 |
$28,038 | | CRM | 83,864 | +2,168 | $28,038 | | BROADCOM INC |
115,961 |
+21,169 |
$26,884 | | AVGO | 115,961 | +21,169 | $26,884 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
46,519 |
-1,596 |
$26,496 | | MDY | 46,519 | -1,596 | $26,496 | | AMERICAN EXPRESS CO |
86,149 |
-392 |
$25,568 | | AXP | 86,149 | -392 | $25,568 | | SPDR SERIES TRUST (SPYG) |
290,363 |
+30,999 |
$25,523 | | SPYG | 290,363 | +30,999 | $25,523 | | DISNEY WALT CO |
222,213 |
-8,317 |
$24,743 | | DIS | 222,213 | -8,317 | $24,743 | | GOLDMAN SACHS GROUP INC |
42,723 |
+1,222 |
$24,464 | | GS | 42,723 | +1,222 | $24,464 | | ISHARES TR (USMV) |
274,126 |
-5,415 |
$24,340 | | USMV | 274,126 | -5,415 | $24,340 | | TESLA MTRS INC |
58,972 |
+32,395 |
$23,815 | | TSLA | 58,972 | +32,395 | $23,815 | | CHWAB STRATEGIC TR |
1,286,946 |
+702,894 |
$23,808 | | SCHF | 1,286,946 | +702,894 | $23,808 | | COSTCO WHSL CORP NEW |
25,937 |
+93 |
$23,765 | | COST | 25,937 | +93 | $23,765 | | MERCK & CO INC NEW |
231,322 |
-12,675 |
$23,012 | | MRK | 231,322 | -12,675 | $23,012 | | JOHNSON & JOHNSON |
157,578 |
-16,883 |
$22,789 | | JNJ | 157,578 | -16,883 | $22,789 | | VANGUARD INTL EQUITY INDEX F (VEU) |
396,644 |
+1,726 |
$22,771 | | VEU | 396,644 | +1,726 | $22,771 | | UNITEDHEALTH GROUP INC |
44,946 |
+1,910 |
$22,736 | | UNH | 44,946 | +1,910 | $22,736 |
See Full List: All Stocks Held By Citizens Financial Group Inc. RI
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Citizens Financial Group Inc. RI
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