Citizens Financial Group’s SonicShares Global Shipping ETF BOAT Stock Holding History

Citizens Financial Group’s Portfolio BOAT Stock Details BOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$884K	Hold	23,067	–	–	0.01%	479
2026 Q1	$936K	Sell	23,067 -13,780	-37%	-$518K	0.01%	407
2025 Q4	$1.17M	Buy	36,847 +147	+0.4%	+$4.66K	0.02%	366
2025 Q3	$1.14M	Buy	36,700 +233	+0.6%	+$7.27K	0.02%	370
2025 Q2	$1.04M	Buy	36,467 +22,467	+160%	+$622K	0.02%	343
2025 Q1	$368K	Buy	+14,000	New	+$387K	0.01%	468

Other funds holding BOAT

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

HAP

Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citizens Financial Group's BOAT Position: Q2 2026 in Review

Citizens Financial Group held its SonicShares Global Shipping ETF (BOAT) position steady in Q2 2026 at 23,067 shares worth $884K. The position accounts for 0.01% of the portfolio, ranked #479.

Citizens Financial Group first reported a position in BOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2025. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

Citizens Financial Group held 23,067 shares of SonicShares Global Shipping ETF worth $884K as of Q2 2026.
Citizens Financial Group left its SonicShares Global Shipping ETF share count unchanged in Q2 2026.
SonicShares Global Shipping ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #479 holding.
Citizens Financial Group first reported a position in SonicShares Global Shipping ETF in Q1 2025 and has held it in 6 quarters since.
Citizens Financial Group's SonicShares Global Shipping ETF position peaked at $1.17M in Q4 2025.
26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.