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CITIZENS FINANCIAL Group (CFG) 13F: 901 entries totaling $6.22B

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

CITIZENS FINANCIAL GROUP INC filed a Form 13F combination report disclosing institutional holdings managed by the firm and two affiliated managers. The report lists 901 information table entries with a total market value of $6,223,768,207. The report is signed by David P. Russell.

Positive

  • None.

Negative

  • None.

Insights

13F shows scale of holdings: 901 entries valued at $6.22B.

The filing is a routine quarterly disclosure listing positions managed by CITIZENS FINANCIAL GROUP INC and two included managers. The table total value is $6,223,768,207, which represents the aggregated market value reported on the form.

Holdings composition, concentration, and turnover are not shown in the excerpt; subsequent filings or the full 13F table would be needed to assess sector exposure, top positions, or changes versus prior reports.

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: 06-30-2025
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 08-08-2025
[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
Clarfeld Financial Advisors, LLC, 028-19418 000106743 801-40835
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 2
Form 13F Information Table Entry Total: 901
Form 13F Information Table Value Total: 6,223,768,207
(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 Clarfeld Financial Advisors, LLC 028-19418 000106743 801-40835 0001766347

FAQ

What did CITIZENS FINANCIAL GROUP INC disclose in its Form 13F (CFG)?

The filing is a 13F combination report listing positions managed by the firm and included managers. It reports 901 entries with a combined market value of $6,223,768,207, signed by David P. Russell.

How many managers are included in CITIZENS FINANCIAL GROUP INC's 13F filing?

The report includes two other managers: Citizens Bank, National Association and Clarfeld Financial Advisors, LLC, listed on the form as included managers with their Form 13F file numbers.

What does the Form 13F value total mean for CFG?

The $6,223,768,207 figure is the aggregate market value of securities reported in the 13F information table. It represents the combined value of disclosed long equity positions as reported on this filing.

Does this Form 13F show individual holdings or top positions for CFG?

The excerpt does not display individual holdings. The form summary shows 901 entries; the detailed 13F information table (not included here) contains individual position rows and values.

Who signed the Form 13F for CITIZENS FINANCIAL GROUP INC?

The report is signed by David P. Russell, listed as Senior Vice President, with a signature date of 08-08-2025 and location Stamford, CT.
Citizens Finl Group Inc

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