1834 INVESTMENT ADVISORS CO
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1138486
Milwaukee, WI
Position in CFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$790,284
+$103,324 QoQ
Shares Held
13,178
+12.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 20261834 INVESTMENT ADVISORS CO holds $18,987,791 across 5 Banks - Regional names. CFG ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
187,020 | $8,597,309 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
111,894 | $4,634,649 | |
| 3 | USB |
US Bancorp De
|
88,451 | $4,600,336 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
13,178 | $790,284 | |
| 5 | FBIZ |
First Business Financial Services, Inc.
|
6,772 | $365,213 |
All Filings in CFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $790,284 | 13,178 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $686,960 | 11,761 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||