WESPAC Advisors, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1484540 ORINDA, CA

Position in CFG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$292,332

+$53,952 QoQ

Shares Held

4,172

+5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#755

of 1,091 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WESPAC Advisors, LLC holds $823,212 across 3 Banks - Regional names. CFG ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp	2,086	$297,797
2	CFG	Citizens Financial Group Inc/Ri This page	4,172	$292,332
3	USB	US Bancorp De	3,859	$233,083

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,332	4,172	+5.0%	Shares	Sole	2026-08-10
2026-03-31	$238,380	3,975	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.