Merit Financial Group, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1621225 ALPHARETTA, GA

Position in CFG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,946,376

+$1,024,822 QoQ

Shares Held

70,592

+8.0% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#279

of 1,095 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $115,541,771 across 71 Banks - Regional names. CFG ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFC	Bank First Corp	174,046	$25,819,722
2	PNC	Pnc Financial Services Group, Inc.	74,463	$18,334,277
3	NIC	Nicolet Bankshares Inc	46,857	$7,749,678
4	CFG	Citizens Financial Group Inc/Ri This page	70,592	$4,946,376
5	TFC	Truist Financial Corp	98,933	$4,928,837
6	USB	US Bancorp De	76,242	$4,605,014
7	KEY	Keycorp /New/	118,987	$2,742,645
8	AX	Axos Financial, Inc.	24,147	$2,351,674

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,946,376	70,592	+8.0%	Shares	Other	2026-07-20
2026-03-31	$3,921,554	65,392	+40.6%	Shares	Other	2026-04-15
2025-12-31	$2,717,347	46,522	+43.3%	Shares	Other	2026-01-26
2025-09-30	$1,725,518	32,459	+12.5%	Shares	Other	2025-11-07
2025-06-30	$1,290,992	28,849	-35.0%	Shares	Sole	2025-07-22
2025-03-31	$1,818,986	44,398	+121.1%	Shares	Sole	2025-04-09
2024-12-31	$878,788	20,082	+52.1%	Shares	Sole	2025-01-15
2024-06-30	$475,632	13,201	+114.0%	Shares	Sole	2024-08-13
2024-03-31	$223,909	6,170	—	Shares	Sole	2024-05-06
No filing history on record for this holder in this stock.