Position in CFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,083,595
+$1,354,613 QoQ
Shares Held
201,494
+9.7% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 27.48040882531121.ToString("F0")%
Shared 0.ToString("F0")%
None 72.51959117468878.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $575,968,336 across 98 Banks - Regional names. CFG ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,080,398 | $224,820,019 | |
| 2 | TFC |
Truist Financial Corp
|
973,960 | $44,772,941 | |
| 3 | USB |
US Bancorp De
|
810,820 | $42,170,748 | |
| 4 | NU |
Nu Holdings Ltd.
|
2,856,528 | $41,048,307 | |
| 5 | FITB |
Fifth Third Bancorp
|
653,831 | $30,376,988 | |
| 6 | KEY |
Keycorp /New/
|
1,139,964 | $22,856,278 | |
| 7 | WAL |
Western Alliance Bancorporation
|
181,937 | $12,890,236 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
201,494 | $12,083,595 |
All Filings in CFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,083,595 | 201,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,728,982 | 183,684 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,984,462 | 37,330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,096,733 | 24,508 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,062,720 | 25,939 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,138,854 | 26,025 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $887,317 | 21,605 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||