13F-HR: Citizens Financial Group Inc/RI Discloses Q2 2024 13F Holdings

Citizens Financial Group Inc/RI's latest 13F filing reveals their holdings as of June 30, 2024, with a total value of $4,508,032,529 across 719 positions.

Summary

• Citizens Financial Group Inc/RI filed its Form 13F for the quarter ended June 30, 2024.
• The filing includes holdings from Citizens Financial Group Inc/RI and other included managers: Citizens Bank, National Association and Clarfeld Financial Advisors, LLC.
• The report covers 719 positions with a total value of $4,508,032,529.
• The filing discloses the fund's positions in various companies, including common stock and ETFs.
• The largest holdings include Apple Inc., Microsoft Corp, and Amazon.com Inc.

Sentiment

Score: 7

Explanation: The document is a standard 13F filing, providing factual information about the institution's holdings, which is neutral to positive from an investment perspective due to the transparency it offers.

Positives

• The filing provides a detailed overview of the firm's investment positions.
• The report includes a diverse range of holdings across various sectors and asset classes.
• The inclusion of multiple managers provides a comprehensive view of the organization's investment strategy.

Industry Context

Form 13F filings are required for institutional investment managers with at least $100 million in assets under management, providing transparency into their investment holdings and strategies.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Citizens Financial Group Inc/RI.
• The holdings data can influence market sentiment and trading activity for the listed companies.

Key Dates