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 Q3	$1.17M	Sell	22,875 -192	-0.8%	-$8.92K	0.01%	446
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

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Citizens Financial Group's BOAT Position: Q3 2026 in Review

Citizens Financial Group reduced its SonicShares Global Shipping ETF (BOAT) stake by 0.83% in Q3 2026, selling an estimated $8.92K and leaving 22,875 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #446.

Citizens Financial Group first reported a position in BOAT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2025. 20 funds tracked by Wall St. Rank hold BOAT as of Q3 2026.

Citizens Financial Group held 22,875 shares of SonicShares Global Shipping ETF worth $1.17M as of Q3 2026.
Citizens Financial Group sold 192 SonicShares Global Shipping ETF shares in Q3 2026, an estimated $8.92K.
SonicShares Global Shipping ETF made up 0.01% of Citizens Financial Group's portfolio in Q3 2026, its #446 holding.
Citizens Financial Group first reported a position in SonicShares Global Shipping ETF in Q1 2025 and has held it in 7 quarters since.
Citizens Financial Group's SonicShares Global Shipping ETF position peaked at $1.17M in Q4 2025.
20 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2026.

Based on Citizens Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.