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D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
14,551
Value
$1.02M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of CFG by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,551$1.02M<0.1%+70+0.5%AddedHolders
Q1 202614,481$868.4K<0.1%−10−0.1%ReducedHolders
Q4 202514,491$846.4K<0.1%+9,411+185.3%AddedHolders
Q3 20255,080$270.1K<0.1%00.0%UnchangedHolders
Q2 20255,080$227.3K<0.1%−13−0.3%ReducedHolders
Q1 20255,093$208.7K<0.1%−4−0.1%ReducedHolders
Q4 20245,097$223.1K<0.1%+4+0.1%AddedHolders
Q3 20245,093$209.2K<0.1%+5,093NewHolders
Q3 20230$00.0%−57,623−100.0%Sold outHolders
Q2 202357,623$1.50M<0.1%+2,332+4.2%AddedHolders
Q1 202355,291$1.68M<0.1%+11,872+27.3%AddedHolders
Q4 202243,419$1.71M<0.1%−1,610−3.6%ReducedHolders
Q3 202245,029$1.55M<0.1%+21,740+93.3%AddedHolders
Q2 202223,289$831.0K<0.1%+13,597+140.3%AddedHolders
Q1 20229,692$439.0K<0.1%+3,093+46.9%AddedHolders
Q4 20216,599$312.0K<0.1%+474+7.7%AddedHolders
Q3 20216,125$288.0K<0.1%+325+5.6%AddedHolders
Q2 20215,800$266.0K<0.1%00.0%UnchangedHolders
Q1 20215,800$256.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.