Citizens Financial reports $8.3B in 13F holdings

Citizens Financial Group, Inc. filed a Form 13F as an institutional investment manager, reporting its equity and related securities positions.

Rhea-AI Filing Summary

Citizens Financial Group, Inc. filed a Form 13F as an institutional investment manager, reporting its equity and related securities positions. The filing is a 13F combination report, meaning part of the holdings are reported here and part by other managers. The summary shows 1,257 reportable positions with an aggregate Form 13F information table value of $8,300,268,168. Two affiliated managers, Citizens Bank, National Association and Citizens Private Wealth, LLC, are listed as other included managers in the report.

Key Figures

Form 13F information table value: $8,300,268,168 Form 13F information table entries: 1,257 Other included managers: 2

3 metrics

Form 13F information table value $8,300,268,168 Aggregate value of reportable securities in the Form 13F information table

Form 13F information table entries 1,257 Number of individual positions reported in the Form 13F information table

Other included managers 2 Number of other institutional investment managers included in this combination report

Key Terms

Form 13F, institutional investment manager, 13F combination report

3 terms

Form 13F regulatory

"Form 13F Summary Page --------------------- | Report Summary"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

institutional investment manager regulatory

"The institutional investment manager filing this report and the person by whom it is signed"

13F combination report regulatory

"X | 13F COMBINATION REPORT. (Check here if a portion of the holdings"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Citizens Financial Group (CFG) report in this Form 13F?

Citizens Financial Group reports 1,257 positions in reportable securities with a total Form 13F information table value of $8,300,268,168, summarizing its equity and related holdings managed as an institutional investment manager.

What type of Form 13F report did Citizens Financial Group (CFG) file?

Citizens Financial Group filed a 13F combination report, meaning part of its holdings are included in this report and part are reported separately by other institutional investment managers associated with the firm.

How many other managers are included in Citizens Financial Group’s (CFG) Form 13F?

The Form 13F lists 2 other included managers: Citizens Bank, National Association and Citizens Private Wealth, LLC. These affiliated managers report portions of the overall holdings alongside Citizens Financial Group.

How large is the Form 13F portfolio reported by Citizens Financial Group (CFG)?

The Form 13F information table shows a total value of $8,300,268,168 across 1,257 securities. This reflects the market value of the firm’s reportable U.S.-listed equity and related positions as defined by Form 13F rules.

Who signed the Form 13F filing for Citizens Financial Group (CFG)?

The report is signed by David P. Russell, Senior Vice President, on behalf of Citizens Financial Group. His signature attests that the information submitted in the Form 13F is true, correct, and complete to the best of the firm’s knowledge.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/07/2026 - 04:04 PM Accepted by SEC EDGAR 08/07/2026 - 04:04 PM Learn about SEC filing dates

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 06-30-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	CITIZENS FINANCIAL GROUP INC/RI
Address:	1 CITIZENS PLAZA
	PROVIDENCE, RI 02903
Form 13F File Number:	028-05954
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		David P. Russell
Title:		Senior Vice President
Phone:		203-900-6844
Signature, Place, and Date of Signing:
/s/ David P. Russell			Stamford, CT	08-07-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.]
		Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
		Citizens Bank, National Association	028-17246			0001663813
		CITIZENS PRIVATE WEALTH, LLC	028-19418	000106743	801-40835	0001766347

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		2
	Form 13F Information Table Entry Total:		1,257
	Form 13F Information Table Value Total:		8,300,268,168
			(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
	No.	Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
	1	Citizens Bank, National Association	028-17246			0001663813
	2	CITIZENS PRIVATE WEALTH, LLC	028-19418	000106743	801-40835	0001766347