Companies / CITIZENS FINANCIAL GROUP INC/RI / Institutional holders

Citizens Financial Group INC/RI

Institutional holders · 13F as of Mar 31, 2026

Holder	Value	Shares	% of shares
LCNB CORP	$348.1K	5,805	0.00%
Pointe Capital Management LLC	$348.3K	5,963	0.00%
UMB Bank, n.a.	$348.6K	5,969	0.00%
Siemens Fonds Invest GmbH	$349.7K	5,932	0.00%
PRELUDE CAPITAL MANAGEMENT, LLC	$351.5K	5,862	0.00%
Crumly & Associates Inc.	$352.7K	6,039	0.00%
Counterpoint Mutual Funds LLC	$353.6K	8,631	0.00%
Parallel Advisors, LLC	$355.1K	6,078	0.00%
Sage Mountain Advisors LLC	$359.1K	6,148	0.00%
Compound Planning, Inc.	$359.2K	6,150	0.00%
CERTUITY, LLC	$359.8K	6,159	0.00%
LINCOLN CAPITAL CORP	$361.0K	6,180	0.00%
waypoint wealth counsel	$362.5K	6,207	0.00%
LSV ASSET MANAGEMENT	$363.4K	6,060,165	1.44%
Versant Capital Management, Inc	$364.4K	6,238	0.00%
CIBC Private Wealth Group LLC	$365.2K	6,252	0.00%
Picton Mahoney Asset Management	$365.7K	6,261	0.00%
FIDELIS CAPITAL PARTNERS, LLC	$366.0K	6,266	0.00%
WHITTIER TRUST CO	$367.3K	5,981	0.00%
Moors & Cabot, Inc.	$369.0K	6,317	0.00%
HBK Sorce Advisory LLC	$370.7K	5,817	0.00%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$371.4K	6,359	0.00%
Pinion Investment Advisors, LLC	$372.1K	6,371	0.00%
KLINGENSTEIN FIELDS & CO LP	$373.9K	6,402	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	$376.1K	6,271	0.00%
OneDigital Investment Advisors LLC	$376.5K	5,373	0.00%
Sandro Wealth Management LLC	$378.4K	6,479	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	$381.1K	6,525	0.00%
ATALANTA SOSNOFF CAPITAL, LLC	$381.4K	6,529	0.00%
Gilbert & Cook, Inc.	$383.1K	6,559	0.00%
Essex Financial Services, Inc.	$383.4K	6,393	0.00%
Tower Research Capital LLC (TRC)	$383.9K	6,573	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$385.5K	6,600	0.00%
SYM FINANCIAL Corp	$386.6K	6,618	0.00%
Polymer Capital Management (US) LLC	$387.1K	6,627	0.00%
Jump Financial, LLC	$393.7K	6,741	0.00%
Brookstone Capital Management	$398.4K	6,821	0.00%
Continuum Advisory, LLC	$399.4K	6,838	0.00%
The TCW Group, Inc., on behalf of the TCW Business Unit	$403.7K	6,911	0.00%
FOX RUN MANAGEMENT, L.L.C.	$405.5K	6,942	0.00%
Walleye Trading LLC	$410.0K	6,836	0.00%
44 WEALTH MANAGEMENT LLC	$412.4K	7,060	0.00%
FORTEM FINANCIAL GROUP, LLC	$415.4K	7,111	0.00%
MATHER GROUP, LLC.	$423.7K	7,254	0.00%
GATEWAY INVESTMENT ADVISERS LLC	$424.2K	7,073	0.00%
VIRTUS ADVISERS, LLC	$425.9K	7,292	0.00%
Fund Advisors of America Inc/FL	$426.2K	7,296	0.00%
J. Safra Sarasin Holding AG	$428.7K	7,340	0.00%
RITHOLTZ WEALTH MANAGEMENT	$429.6K	7,354	0.00%
Grantham, Mayo, Van Otterloo & Co. LLC	$430.0K	7,170	0.00%