BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1654599
MORRISTOWN, NJ
Position in CFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$214,414
+$30,906 QoQ
Shares Held
3,060
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 54 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $6,136,916 across 18 Banks - Regional names. CFG ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFS |
Provident Financial Services Inc
|
130,643 | $3,088,400 | |
| 2 | MTB |
M&T Bank Corp
|
5,287 | $1,258,358 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,895 | $892,205 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
13,338 | $236,482 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
3,060 | $214,414 | |
| 6 | UCB |
United Community Banks Inc
|
3,334 | $116,990 | |
| 7 | TFC |
Truist Financial Corp
|
1,470 | $73,235 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
215 | $52,937 |
All Filings in CFG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,414 | 3,060 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $183,508 | 3,060 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $281,945 | 4,827 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $262,025 | 4,929 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $216,008 | 4,827 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $212,411 | 4,854 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $812,282 | 19,778 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,615,044 | 44,825 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,180,847 | 60,095 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,317,148 | 100,095 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,682,546 | 100,095 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,001,677 | 115,095 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,495,435 | 115,095 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,570,069 | 116,080 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,895,805 | 113,382 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,074,620 | 114,167 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||