Position in CFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,275,561
+$33,181 QoQ
Shares Held
21,270
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Strategic Advisors LLC holds $2,182,219 across 3 Banks - Regional names. CFG ranks #1 (58.5% of the industry book) .
All Filings in CFG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,275,561 | 21,270 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,242,380 | 21,270 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,130,713 | 21,270 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $951,832 | 21,270 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $871,431 | 21,270 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $952,655 | 21,770 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $829,614 | 20,200 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $799,866 | 22,200 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $878,218 | 24,200 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $801,988 | 24,200 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $809,360 | 30,200 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $813,696 | 31,200 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,010,258 | 33,265 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,316,926 | 33,450 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,187,138 | 34,550 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,233,089 | 34,550 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,643,212 | 36,250 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,712,812 | 36,250 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,726,515 | 36,750 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,697,190 | 37,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,633,550 | 37,000 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,341,000 | 37,500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $998,560 | 39,500 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,234,236 | 48,900 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||