Dynamic Advisor Solutions LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1599747
PHOENIX, AZ
Position in CFG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,107,433
+$863,056 QoQ
Shares Held
58,619
+8.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#298
of 1,091 holders
Holding Since
Mar 2022
4 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 Jun 30, 2026Dynamic Advisor Solutions LLC holds $14,679,414 across 12 Banks - Regional names. CFG ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
17,460 | $4,299,001 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
58,619 | $4,107,433 | |
| 3 | MTB |
M&T Bank Corp
|
9,063 | $2,157,084 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
32,469 | $1,674,751 | |
| 5 | USB |
US Bancorp \De\
|
12,053 | $728,001 | |
| 6 | ONB |
Old National Bancorp /In/
|
15,013 | $388,836 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,331 | $300,508 | |
| 8 | IBN |
Icici Bank Ltd
|
9,736 | $282,636 |
All Filings in CFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,107,433 | 58,619 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,244,377 | 54,100 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,411,632 | 41,288 | Shares | Sole | 2026-01-09 | |
| 2022-03-31 | $220,893 | 4,873 | Shares | Sole | 2022-04-11 | |
| No filing history on record for this holder in this stock. | ||||||