Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Citizens Financial Group Inc for the quarter ended March 31, 2026. The report discloses the equity holdings of the institutional investment manager and includes data for two other included managers: Citizens Bank, National Association, and Clarfeld Financial Advisors, LLC.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financial performance of Citizens Financial Group Inc. Consequently, standard operating metrics such as revenue, profit, cash flow, margins, and debt are not applicable to this specific filing.
- Total Value of Reported Holdings: $7,186,090,377
- Total Number of Holdings Entries: 1,041
- Report Type: 13F Combination Report (portion of holdings reported here, portion by other managers)
Material Changes
The filing text provided does not contain comparative data for the prior period (e.g., December 31, 2025). Therefore, material changes in holdings value or composition versus the prior comparable period cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing is a regulatory disclosure of securities holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's future operations. The document includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $7.19 billion against the company's latest 10-Q or 10-K to understand the proportion of assets managed under this specific reporting structure.
- Confirm the specific equity positions within the 1,041 entries to assess concentration risk or sector exposure.
- Note that this is a "Combination Report," meaning Citizens Financial Group Inc's total investment activity may be split across multiple filings (including those by Citizens Bank, National Association and Clarfeld Financial Advisors, LLC).
- Check the filing date (May 1, 2026) to ensure the data reflects the most recent quarter-end positions.