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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 7 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TDG TRANSDIGM GROUP INC Industrials 2,563.0 $3.0M 0.04% -295.0 -10.3% $1159.10 +3.4%
122 LHX L3HARRIS TECHNOLOGIES INC Industrials 8,563.0 $3.0M 0.04% -259.0 -2.9% $345.14 -11.2%
123 MMM 3M CO Industrials 20,278.0 $2.9M 0.04% -2K -7.8% $145.23 +4.4%
124 VGT VANGUARD WORLD FDS 4,175.0 $2.9M 0.04% -130.0 -3.0% $697.68 -83.6%
125 SBUX STARBUCKS CORP Consumer Cyclical 31,617.0 $2.8M 0.04% -407.0 -1.3% $89.59 +18.9%
126 GWW GRAINGER W W INC Industrials 2,490.0 $2.7M 0.04% -39.0 -1.5% $1090.97 +13.6%
127 HWM HOWMET AEROSPACE INC Industrials 11,749.0 $2.7M 0.04% -81.0 -0.7% $230.45 +12.8%
128 GD GENERAL DYNAMICS CORP Industrials 7,804.0 $2.7M 0.04% -135.0 -1.7% $343.24 -1.3%
129 MCK MCKESSON CORP Healthcare 3,075.0 $2.7M 0.04% -29.0 -0.9% $866.08 -11.5%
130 SO SOUTHERN CO Utilities 27,104.0 $2.6M 0.04% -2K -5.3% $96.52 -3.0%
131 CALI BLACKROCK ETF TRUST II 50,964.0 $2.6M 0.04% -20K -27.8% $50.43 -0.1%
132 ESML ISHARES TR 54,584.0 $2.6M 0.04% -620.0 -1.1% $47.02 +10.3%
133 WMB WILLIAMS COS INC DEL Energy 34,594.0 $2.5M 0.04% -4K -9.6% $72.78 +7.0%
134 SCHA SCHWAB STRATEGIC TR 82,688.0 $2.4M 0.03% -18K -17.8% $29.08 +14.1%
135 CMCSA COMCAST CORP NEW Communication Services 83,020.0 $2.4M 0.03% -3K -3.0% $28.71 -12.6%
136 GILD GILEAD SCIENCES INC Healthcare 16,808.0 $2.3M 0.03% -3K -13.5% $139.37 -6.4%
137 DUK DUKE ENERGY CORP NEW Utilities 17,788.0 $2.3M 0.03% -2K -9.1% $130.94 -4.8%
138 MDLZ MONDELEZ INTL INC Consumer Defensive 39,710.0 $2.3M 0.03% -5K -10.8% $57.64 +6.7%
139 XLP SELECT SECTOR SPDR TR 27,898.0 $2.3M 0.03% -2K -7.1% $81.98 +3.3%
140 XLE SELECT SECTOR SPDR TR 36,754.0 $2.3M 0.03% -766.0 -2.0% $61.26 -3.5%
Page 7 of 17  ·  322 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%