Capital Analysts, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1624758
FORT WASHINGTON, PA
Position in CFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,234,150
+$416,940 QoQ
Shares Held
46,156
-1.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#327
of 1,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $4,560,966 across 17 Banks - Regional names. CFG ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
46,156 | $3,234,150 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,279 | $314,914 | |
| 3 | FITB |
Fifth Third Bancorp
|
4,643 | $261,725 | |
| 4 | TFC |
Truist Financial Corp
|
4,483 | $223,342 | |
| 5 | USB |
US Bancorp De
|
2,244 | $135,537 | |
| 6 | ASB |
Associated Banc-Corp
|
2,836 | $87,263 | |
| 7 | FRME |
First Merchants Corp
|
1,800 | $78,642 | |
| 8 | RF |
Regions Financial Corp
|
2,569 | $77,583 |
All Filings in CFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,234,150 | 46,156 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $2,817,210 | 46,977 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,702,396 | 46,266 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $2,404,585 | 45,233 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,102,846 | 46,991 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,848,648 | 45,122 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,969,462 | 45,006 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,914,231 | 46,609 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,708,758 | 47,426 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,752,915 | 48,303 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,524,141 | 45,991 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,359,644 | 50,733 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,340,824 | 51,412 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,482,298 | 48,808 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,820,901 | 46,251 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,519,158 | 44,213 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,446,979 | 40,543 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,744,978 | 38,495 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,895,575 | 40,118 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,875,394 | 39,919 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,901,311 | 41,450 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $1,899,730 | 43,029 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,740,939 | 48,684 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,343,783 | 53,156 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,352,359 | 53,580 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $80,901 | 4,301 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||