Citizens Financial Group (cfg 5 Perp E)Preferred / convertible
13F holders, Q1 2026 (March 31)3holders
2new positions
1sold out
$18.74avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Citizens Financial Group (cfg 5 Perp E) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were PNC Financial Services Group, Inc. ($13K), First Command Advisory Services, Inc. ($8K) and Ascentis Independent Advisors ($428).
- Company
- Citizens Financial Group (cfg 5 Perp E)
- CUSIP
- 174610402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $9K |
| Exits | 1 | $1K |
All 13F filers, Q4 2025 → Q1 2026: 462 shares bought and 210 shares sold, net +252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| PNC Financial Services Group, Inc. | — | Reduce -16.8% | 676 | $13K |
| First Command Advisory Services, Inc. | — | New | 439 | $8K |
| Ascentis Independent Advisors | — | New | 23 | $428 |
"% 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.