Long-term investor
Citizens Financial Group Inc. @citizensfinancialgroupin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000759944).
Record
- Tracked since 2025-06-30 (441 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year +16.9% · all +16.9%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 6.3% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- IVV · 4.0% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- GOOGL · 3.1% · long · since 2025-06-30
- IJH · 2.9% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- IEFA · 2.7% · long · since 2025-06-30
- SPY · 2.2% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- VEA · 1.8% · long · since 2025-06-30
- IEMG · 1.7% · long · since 2025-06-30