Position in CFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$354,972
+$48,767 QoQ
Shares Held
5,066
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#712
of 1,095 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,989,735 across 6 Banks - Regional names. CFG ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
93,814 | $2,162,409 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,797 | $688,675 | |
| 3 | FITB |
Fifth Third Bancorp
|
8,437 | $475,591 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
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|
5,066 | $354,972 | |
| 5 | USB |
US Bancorp De
|
3,753 | $226,680 | |
| 6 | LYG |
Lloyds Banking Group plc
|
13,964 | $81,408 |
All Filings in CFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,972 | 5,066 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $306,205 | 5,106 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $298,297 | 5,107 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $313,058 | 5,889 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $272,348 | 6,086 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $420,970 | 9,620 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $608,798 | 16,897 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $774,173 | 21,333 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $714,100 | 21,548 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $506,144 | 18,886 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $581,426 | 22,294 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $764,351 | 25,168 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,984,089 | 50,396 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,484,351 | 43,200 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $822,654 | 23,050 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $266,585 | 5,881 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $209,364 | 4,431 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $559,625 | 11,912 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $520,211 | 11,341 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $552,978 | 12,525 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $435,485 | 12,178 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $299,213 | 11,836 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||