Citizens Financial Group Inc
CFGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Citizens Financial Group Inc Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 16, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| CIBC Asset Management Inc | 2026-03-31 | 102,839 | $6.17M | SEC filing |
| Resona Asset Management Co.,Ltd. | 2026-03-31 | 137,188 | $8.16M | SEC filing |
| ATLAS CAPITAL ADVISORS INC. | 2026-03-31 | 1,486 | $89.1K | SEC filing |
| POINCIANA ADVISORS GROUP, LLC | 2026-03-31 | 4,968 | $298K | SEC filing |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2026-03-31 | 614,084 | Not shown | SEC filing |
| Westfuller Advisors, LLC | 2026-03-31 | 12 | $720 | SEC filing |
| Laird Norton Wetherby Trust Company, LLC | 2026-03-31 | 11,653 | $699K | SEC filing |
| FEDERATED HERMES, INC. | 2026-03-31 | 482,504 | $28.9M | SEC filing |
| CIBC Bancorp USA Inc. | 2026-03-31 | 105,636 | $6.33M | SEC filing |
| Clearstead Advisors, LLC | 2026-03-31 | 7,931 | $476K | SEC filing |
| Balefire, LLC | 2026-03-31 | 4,960 | $297K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 8,814 | $529K | SEC filing |
| Public Sector Pension Investment Board | 2026-03-31 | 120,868 | $7.25M | SEC filing |
| V-Square Quantitative Management LLC | 2026-03-31 | 12,574 | $754K | SEC filing |
| HARBOUR INVESTMENTS, INC. | 2026-03-31 | 1,851 | $111K | SEC filing |
| GATEWAY INVESTMENT ADVISERS LLC | 2026-03-31 | 7,073 | $424K | SEC filing |
| Bellwether Advisors, LLC | 2026-03-31 | 66,846 | $4.01M | SEC filing |
| Archer Investment Corp | 2026-03-31 | 13,500 | $810K | SEC filing |
| IFG Advisory, LLC | 2026-03-31 | 1,200 | $72K | SEC filing |
- Each value is checked against Citizens Financial Group Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Citizens Financial Group Inc's share price.
- 1 row left out: the value per share it reports is far from Citizens Financial Group Inc's share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-12 | Moosally Michelle · Chief Legal Officer | Common Stock | S — Open market or private sale | −6,050 | 62.16 | SEC filing |
| 2026-03-11 | LaMonica Susan · Chief Human Resources Officer | Common Stock | S — Open market or private sale | −13,258 | 58.04 | SEC filing |
| 2024-07-25 | Read Craig Jack · Controller | Common Stock | S — Open market or private sale | −3,938 | 43.26 | SEC filing |
| 2024-04-19 | Read Craig Jack · Controller | Common Stock | S — Open market or private sale | −6,327 | 33.70 | SEC filing |
| 2024-03-05 | Read Craig Jack · Controller | Common Stock | S — Open market or private sale | −4,508 | 33.54 | SEC filing |
| 2022-12-30 | Cummings Kevin · Director | Common Stock | S — Open market or private sale | −4,254 | 39.32 | SEC filing |
Showing 6 of 6 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-15 | Stein Richard L. · Chief Risk Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −4,913 | SEC filing |
| 2026-05-14 | SIEKERKA MICHELE N · Director | Common Stock | A — Grant, award, or other acquisition | +162 | SEC filing |
| 2026-05-14 | Cumming Christine M · Director | Common Stock | A — Grant, award, or other acquisition | +323 | SEC filing |
| 2026-05-14 | Atkinson Tracy A · Director | Common Stock | A — Grant, award, or other acquisition | +94 | SEC filing |
| 2026-05-14 | Alexander Lee · Director | Common Stock | A — Grant, award, or other acquisition | +195 | SEC filing |
| 2026-05-14 | Wade Claude E. · Director | Common Stock | A — Grant, award, or other acquisition | +57 | SEC filing |
| 2026-05-14 | Swift Christopher · Director | Common Stock | A — Grant, award, or other acquisition | +195 | SEC filing |
| 2026-05-14 | ZURAITIS MARITA · Director | Common Stock | A — Grant, award, or other acquisition | +323 | SEC filing |
Showing 8 of 25 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-08-14 | SIEKERKA MICHELE N · Director | Common Stock | L — Small acquisition | +10 | SEC filing |
| 2024-05-15 | SIEKERKA MICHELE N · Director | Common Stock | L — Small acquisition | +11 | SEC filing |
| 2024-02-14 | SIEKERKA MICHELE N · Director | Common Stock | L — Small acquisition | +12 | SEC filing |
Showing 3 of 3 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.