Position in CFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$409,909
+$405,140 QoQ
Shares Held
5,850
+5267.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#684
of 1,095 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $5,082,554 across 15 Banks - Regional names. CFG ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,126 | $1,799,797 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,268 | $899,849 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,344 | $611,555 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,916 | $471,757 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
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|
5,850 | $409,909 | |
| 6 | MTB |
M&T Bank Corp
|
1,460 | $347,494 | |
| 7 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $256,235 | |
| 8 | RF |
Regions Financial Corp
|
3,437 | $103,797 |
All Filings in CFG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,909 | 5,850 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $4,769 | 109 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,696 | 90 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $7,484 | 287 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $8,716 | 287 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,299 | 287 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $9,861 | 287 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $10,243 | 287 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $13,009 | 287 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $13,560 | 287 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $13,483 | 287 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,164 | 287 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,671 | 287 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,263 | 287 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $7,255 | 287 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,243 | 287 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,398 | 287 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||