Position in CFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$295,835
+$42,882 QoQ
Shares Held
4,222
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#751
of 1,091 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RFG Advisory, LLC holds $7,516,370 across 10 Banks - Regional names. CFG ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
91,308 | $1,618,890 | |
| 2 | TFC |
Truist Financial Corp
|
26,597 | $1,325,062 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,173 | $1,273,696 | |
| 4 | RF |
Regions Financial Corp
|
38,107 | $1,150,831 | |
| 5 | USB |
US Bancorp De
|
13,135 | $793,354 | |
| 6 | FBK |
FB Financial Corp
|
8,053 | $445,733 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
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|
4,222 | $295,835 | |
| 8 | SFBS |
ServisFirst Bancshares, Inc.
|
6,466 | $280,462 |
All Filings in CFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,835 | 4,222 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $252,953 | 4,218 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $216,409 | 3,705 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $215,987 | 5,259 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||