Merit Financial Group, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1621225 ALPHARETTA, GA

Position in CFG

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$3,921,554

+$1,204,207 QoQ

Shares Held

65,392

+40.6% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0.07493271348177147.ToString("F0")% Shared 0.ToString("F0")% None 99.92506728651823.ToString("F0")%

Financial Services · as of Mar 31, 2026

Merit Financial Group, LLC holds $85,798,763 across 55 Banks - Regional names. CFG ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFC	Bank First Corp	176,727	$23,868,747
2	PNC	Pnc Financial Services Group, Inc.	56,882	$11,836,573
3	NIC	Nicolet Bankshares Inc	47,032	$6,989,894
4	TFC	Truist Financial Corp	89,184	$4,099,784
5	USB	US Bancorp De	76,643	$3,986,201
6	CFG	Citizens Financial Group Inc/Ri This page	65,392	$3,921,554
7	KEY	Keycorp /New/	112,638	$2,258,389
8	MTB	M&T Bank Corp	8,749	$1,808,591

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.