Position in CFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,201,949
+$503,179 QoQ
Shares Held
31,425
+10.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#386
of 1,095 holders
Holding Since
Dec 2023
11 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, 2026Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. CFG ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
65,354 | $16,091,461 | |
| 2 | USB |
US Bancorp De
|
193,924 | $11,713,009 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
65,020 | $6,559,217 | |
| 4 | TFC |
Truist Financial Corp
|
97,766 | $4,870,702 | |
| 5 | FITB |
Fifth Third Bancorp
|
64,043 | $3,610,103 | |
| 6 | RF |
Regions Financial Corp
|
102,153 | $3,085,020 | |
| 7 | UMBF |
Umb Financial Corp
|
16,041 | $2,290,013 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
31,425 | $2,201,949 |
All Filings in CFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,201,949 | 31,425 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,698,770 | 28,327 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,828,116 | 31,298 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,771,025 | 33,315 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,439,607 | 32,170 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,588,079 | 38,762 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,448,587 | 33,103 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,396,051 | 33,992 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,434,282 | 39,808 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,368,205 | 37,702 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,028,035 | 31,021 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||