Regal Investment Advisors LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1559789
KENTWOOD, MI
Position in CFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$251,034
New position
Shares Held
4,186
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Regal Investment Advisors LLC holds $2,327,572 across 6 Banks - Regional names. CFG ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
4,950 | $668,547 | |
| 2 | MBWM |
Mercantile Bank Corp
|
10,560 | $533,280 | |
| 3 | FITB |
Fifth Third Bancorp
|
10,370 | $481,790 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
17,968 | $281,199 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
4,186 | $251,034 | |
| 6 | NEWT |
NewtekOne, Inc.
|
10,203 | $111,722 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $251,034 | 4,186 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||