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Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by Greenleaf Trust, 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)
14,150
Value
$991.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CFG by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,150$991.5K<0.1%−103−0.7%ReducedHolders
Q1 202614,253$854.8K<0.1%+258+1.8%AddedHolders
Q4 202513,995$817.4K<0.1%−183−1.3%ReducedHolders
Q3 202514,178$753.7K<0.1%−27−0.2%ReducedHolders
Q2 202514,205$635.7K<0.1%−1,754−11.0%ReducedHolders
Q1 202515,959$653.8K<0.1%−15−0.1%ReducedHolders
Q4 202415,974$699.0K<0.1%+386+2.5%AddedHolders
Q3 202415,588$640.2K<0.1%+81+0.5%AddedHolders
Q2 202415,507$558.7K<0.1%+247+1.6%AddedHolders
Q1 202415,260$553.8K<0.1%+195+1.3%AddedHolders
Q4 202315,065$499.3K<0.1%+24+0.2%AddedHolders
Q3 202315,041$403.1K<0.1%+188+1.3%AddedHolders
Q2 202314,853$387.4K<0.1%+171+1.2%AddedHolders
Q1 202314,682$445.9K<0.1%−784−5.1%ReducedHolders
Q4 202215,466$609.0K<0.1%+664+4.5%AddedHolders
Q3 202214,802$509.0K<0.1%+2,005+15.7%AddedHolders
Q2 202212,797$457.0K<0.1%+1,693+15.2%AddedHolders
Q1 202211,104$503.0K<0.1%+207+1.9%AddedHolders
Q4 202110,897$515.0K<0.1%+1,558+16.7%AddedHolders
Q3 20219,339$439.0K<0.1%−457−4.7%ReducedHolders
Q2 20219,796$449.0K<0.1%+507+5.5%AddedHolders
Q1 20219,289$410.0K<0.1%––Holders

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