MISSION WEALTH MANAGEMENT, LP
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1645382
Santa Barbara, CA
Position in CFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$670,850
New position
Shares Held
9,574
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#110
of 279 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $13,323,989 across 17 Banks - Regional names. CFG ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NPB |
Northpointe Bancshares Inc
|
126,245 | $2,421,379 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
8,763 | $2,157,625 | |
| 3 | USB |
US Bancorp \De\
|
32,872 | $1,985,468 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
27,096 | $1,337,729 | |
| 5 | FFIN |
First Financial Bankshares Inc
|
27,905 | $965,513 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
This page
|
9,574 | $670,850 | |
| 7 | MTB |
M&T Bank Corp
|
2,672 | $635,962 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,827 | $486,947 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,850 | 9,574 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||