IFP Advisors, Inc

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1641866 TAMPA, FL

Position in CFG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$696,846

+$168,271 QoQ

Shares Held

9,945

+12.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#569

of 1,095 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. CFG ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	14,200	$3,496,324
2	MTB	M&T Bank Corp	8,298	$1,975,006
3	USB	US Bancorp De	30,443	$1,838,757
4	PGC	Peapack Gladstone Financial Corp	26,547	$1,256,469
5	NBTB	Nbt Bancorp Inc	25,034	$1,235,928
6	WSBC	Wesbanco Inc	25,294	$987,224
7	CFG	Citizens Financial Group Inc/Ri This page	9,945	$696,846
8	NU	Nu Holdings Ltd.	42,950	$573,812

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$696,846	9,945	+12.8%	Shares	Sole	2026-07-20
2026-03-31	$528,575	8,814	-12.2%	Shares	Sole	2026-04-13
2025-12-31	$586,377	10,039	+40.1%	Shares	Sole	2026-02-06
2025-09-30	$381,050	7,168	-3.6%	Shares	Sole	2026-02-06
2025-06-30	$332,582	7,432	-12.3%	Shares	Sole	2025-07-24
2025-03-31	$347,056	8,471	+6.2%	Shares	Sole	2025-05-05
2024-12-31	$348,986	7,975	+38.3%	Shares	Sole	2025-02-04
2024-09-30	$236,768	5,765	-7.5%	Shares	Sole	2025-02-04
2024-06-30	$224,502	6,231	+5.8%	Shares	Sole	2024-07-30
2024-03-31	$213,748	5,890	-1.1%	Shares	Sole	2024-07-30
2023-12-31	$197,315	5,954	+27.1%	Shares	Sole	2024-01-09
2023-09-30	$125,531	4,684	-59.1%	Shares	Sole	2023-10-12
2023-06-30	$298,824	11,458	+7.6%	Shares	Sole	2023-08-04
2023-03-31	$323,379	10,648	-53.3%	Shares	Sole	2023-04-18
2022-12-31	$897,084	22,786	+3.3%	Shares	Sole	2023-02-07
2022-09-30	$757,809	22,055	+15.8%	Shares	Sole	2022-11-08
2022-06-30	$679,573	19,041	+69.2%	Shares	Sole	2022-09-06
2022-03-31	$510,007	11,251	+32.1%	Shares	Sole	2022-08-08
2021-12-31	$402,570	8,520	+0.6%	Shares	Sole	2022-01-12
2021-09-30	$397,685	8,465	+4.5%	Shares	Sole	2021-10-06
2021-06-30	$371,638	8,102	+2.6%	Shares	Sole	2021-07-13
2021-03-31	$348,520	7,894	+16.9%	Shares	Sole	2021-04-30
2020-12-31	$241,415	6,751	-3.4%	Shares	Sole	2021-01-25
2020-09-30	$176,580	6,985	+12.9%	Shares	Sole	2020-10-29
2020-06-30	$156,159	6,187	+58.8%	Shares	Sole	2020-08-05
2020-03-31	$73,283	3,896	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.