Citizens Financial Group (CFG) reports $7.46B across 1,018 positions in 13F
Filing Impact
Filing Sentiment
Form Type
13F-HR
Rhea-AI Filing Summary
Citizens Financial Group, Inc. filed a quarterly Form 13F combination report detailing its equity investment positions. The report covers 1,018 individual holdings with an aggregate reported value of $7,459,443,135, showing the scale of securities managed for clients.
This is a combination report, meaning some holdings are reported here and others by additional managers. Two affiliated managers, Citizens Bank, National Association, and Clarfeld Financial Advisors, LLC, are listed as other reporting managers, indicating a multi-entity structure for managing and reporting these investments.
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FAQ
What did Citizens Financial Group (CFG) report in its latest Form 13F?
Citizens Financial Group reported its institutional equity positions in a Form 13F combination report. The filing lists 1,018 individual holdings with a total reported value of $7,459,443,135, reflecting the scope of securities managed across its reporting entities.
How large is Citizens Financial Group’s reported investment portfolio in this 13F filing?
The Form 13F summary shows a total reported portfolio value of $7,459,443,135. This figure represents the aggregate market value of all 1,018 reportable positions included in the 13F information table for Citizens Financial Group and related managers.
How many positions are included in Citizens Financial Group’s Form 13F report?
The filing reports 1,018 separate entries in the Form 13F information table. Each entry generally represents a distinct equity security position that meets the SEC’s reporting thresholds for institutional investment managers like Citizens Financial Group.
What type of Form 13F report did Citizens Financial Group file?
Citizens Financial Group filed a 13F combination report. This means a portion of its reportable holdings appears in this filing, while other portions are reported separately by affiliated investment managers listed in the document.
Which other managers are associated with Citizens Financial Group in this 13F filing?
The report lists two other managers: Citizens Bank, National Association and Clarfeld Financial Advisors, LLC. These entities are identified with their own Form 13F file numbers and serve as additional reporting managers for certain holdings.
Who signed the Citizens Financial Group Form 13F and in what capacity?
The Form 13F was signed by David P. Russell, identified as a Senior Vice President. His signature certifies that the report is true, correct, and complete to the best of the firm’s knowledge at the time of filing.