SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in CFG — Citizens Financial Group Inc/Ri
CIK 1080576
JACKSON, TN
Position in CFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,148,867
+$301,791 QoQ
Shares Held
16,396
+16.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#483
of 1,095 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SILVER OAK SECURITIES, INCORPORATED holds $6,257,147 across 11 Banks - Regional names. CFG ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAL |
Western Alliance Bancorporation
|
15,115 | $1,242,453 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
16,396 | $1,148,867 | |
| 3 | TFC |
Truist Financial Corp
|
17,713 | $882,461 | |
| 4 | SMBK |
Smartfinancial Inc.
|
16,018 | $751,564 | |
| 5 | SYBT |
Stock Yards Bancorp, Inc.
|
8,900 | $680,583 | |
| 6 | USB |
US Bancorp De
|
8,752 | $528,620 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,029 | $396,224 | |
| 8 | RBCAA |
Republic Bancorp Inc /Ky/
|
3,486 | $315,238 |
All Filings in CFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,867 | 16,396 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $847,076 | 14,125 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $744,844 | 12,752 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||