Position in CFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$207,827
New position
Shares Held
2,966
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#836
of 1,091 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FAS Wealth Partners, Inc. holds $4,033,016 across 6 Banks - Regional names. CFG ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
20,876 | $1,205,589 | |
| 2 | USB |
US Bancorp De
|
19,585 | $1,182,934 | |
| 3 | UMBF |
Umb Financial Corp
|
4,976 | $710,373 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,671 | $471,210 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,036 | $255,083 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
This page
|
2,966 | $207,827 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,827 | 2,966 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||