Dakota Wealth Management

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1631353 PALM BEACH GARDENS, FL

Position in CFG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,941,857

+$3,715,849 QoQ

Shares Held

56,256

+549.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#307

of 1,095 holders

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dakota Wealth Management holds $16,391,645 across 15 Banks - Regional names. CFG ranks #1 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri This page	56,256	$3,941,857
2	TFC	Truist Financial Corp	63,717	$3,174,380
3	USB	US Bancorp De	31,731	$1,916,552
4	GBCI	Glacier Bancorp, Inc.	32,070	$1,654,170
5	PNC	Pnc Financial Services Group, Inc.	3,551	$874,327
6	EWBC	East West Bancorp Inc	6,364	$821,528
7	COLB	Columbia Banking System, Inc.	21,055	$674,812
8	CBSH	Commerce Bancshares Inc /Mo/	10,955	$632,651

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,941,857	56,256	+549.2%	Shares	Defined	2026-08-07
2023-06-30	$226,008	8,666	0.0%	Shares	Other	2023-07-31
2023-03-31	$263,186	8,666	-15.2%	Shares	Sole	2023-04-14
2022-12-31	$402,282	10,218	-44.1%	Shares	Sole	2023-02-08
2022-09-30	$628,615	18,295	-67.1%	Shares	Other	2022-11-10
2022-06-30	$1,985,041	55,619	-55.4%	Shares	Other	2022-08-05
2022-03-31	$5,652,695	124,701	+460.1%	Shares	Sole	2022-05-13
2021-12-31	$1,052,020	22,265	+9.1%	Shares	Sole	2022-02-10
2021-09-30	$959,143	20,416	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.