Citizens Financial Group (cfg 5 Perp E)Preferred / convertible

13F holders, Q3 2024 (September 30)
3holders
0new positions
0sold out
$23.02avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding Citizens Financial Group (cfg 5 Perp E) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($392K), PNC Financial Services Group, Inc. ($31K) and ORG Partners LLC ($523).

Company
Citizens Financial Group (cfg 5 Perp E)
CUSIP
174610402
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 64 shares bought, net +64 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Ethos Financial Group, LLC — No change 17,012 $392K
PNC Financial Services Group, Inc. — Add +4.9% 1,372 $31K
ORG Partners LLC — No change 23 $523

"% of holder's portfolio" is CITIZENS FINANCIAL GROUP (CFG 5 PERP E)'s weight in each manager's 13F, not the share of Citizens Financial Group (cfg 5 Perp E) the manager owns.