Position in CFG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,051
+$272 QoQ
Shares Held
15
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,070
of 1,095 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WestEnd Advisors, LLC holds $15,985 across 9 Banks - Regional names. CFG ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
15 | $3,693 | |
| 2 | USB |
US Bancorp De
|
54 | $3,261 | |
| 3 | TFC |
Truist Financial Corp
|
43 | $2,142 | |
| 4 | FITB |
Fifth Third Bancorp
|
31 | $1,747 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
71 | $1,258 | |
| 6 | MTB |
M&T Bank Corp
|
5 | $1,190 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
This page
|
15 | $1,051 | |
| 8 | RF |
Regions Financial Corp
|
30 | $906 |
All Filings in CFG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051 | 15 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $779 | 13 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $759 | 13 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $531 | 10 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $447 | 10 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $532 | 13 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $175 | 4 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $123 | 3 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $72 | 2 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $72 | 2 | Shares | Sole | 2024-05-07 | |
| 2022-03-31 | $226 | 5 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $236 | 5 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $234 | 5 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $229 | 5 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||